UMB Bank’s Exelixis EXEL Stock Holding History

UMB Bank’s Portfolio EXEL Stock Details EXEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$149K	Buy	3,484 +92	+3%	+$3.96K	﹤0.01%	794
2025 Q4	$149K	Buy	3,392 +177	+6%	+$7.32K	﹤0.01%	777
2025 Q3	$133K	Sell	3,215 -99	-3%	-$3.98K	﹤0.01%	756
2025 Q2	$146K	Buy	3,314 +415	+14%	+$16.6K	﹤0.01%	690
2025 Q1	$107K	Buy	2,899 +1,538	+113%	+$54.8K	﹤0.01%	742
2024 Q4	$45.3K	Buy	1,361 +553	+68%	+$17.9K	﹤0.01%	956
2024 Q3	$21K	Buy	808 +686	+562%	+$17.1K	﹤0.01%	1209
2024 Q2	$2.74K	Buy	122 +38	+45%	+$843	﹤0.01%	1659
2024 Q1	$1.99K	Buy	+84	New	+$1.87K	﹤0.01%	1539
2023 Q4	–	Sell	-1,267	Closed	-$27.7K	–	1650
2023 Q3	$27.7K	Hold	1,267	–	–	﹤0.01%	984
2023 Q2	$24.2K	Hold	1,267	–	–	﹤0.01%	1045
2023 Q1	$24.6K	Hold	1,267	–	–	﹤0.01%	1028
2022 Q4	$20K	Sell	1,267 -1,000	-44%	-$16.3K	﹤0.01%	1104
2022 Q3	$36K	Sell	2,267 -1,646	-42%	-$31.8K	﹤0.01%	948
2022 Q2	$81K	Buy	3,913 +1,267	+48%	+$26.1K	﹤0.01%	792
2022 Q1	$60K	Sell	2,646 -181	-6%	-$3.54K	﹤0.01%	912
2021 Q4	$52K	Buy	+2,827	New	+$54.1K	﹤0.01%	983

Other funds holding EXEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return