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UMB Bank’s Gladstone Capital GLAD Stock Holding History

UMB Bank’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-400
Closed -$8K – 1739
2022
Q4 		$8K Sell
400
-350
-47% -$6.72K ﹤0.01% 1358
2022
Q3 		$13K Hold
750
– – ﹤0.01% 1230
2022
Q2 		$15K Hold
750
– – ﹤0.01% 1270
2022
Q1 		$18K Hold
750
– – ﹤0.01% 1284
2021
Q4 		$17K Buy
+750
New +$17.4K ﹤0.01% 1316

Other funds holding GLAD

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

UMB Bank's GLAD Position: Q1 2023 in Review

UMB Bank sold out of Gladstone Capital (GLAD) in Q1 2023, closing a stake of 400 shares — an estimated $8K sold.

UMB Bank first reported a position in GLAD in Q4 2021 and held it in 5 quarters. The position peaked at $18K in Q1 2022. 71 funds tracked by Wall St. Rank hold GLAD as of Q1 2023.

  • UMB Bank reported no remaining Gladstone Capital position as of Q1 2023 after selling out during the quarter.
  • UMB Bank sold 400 Gladstone Capital shares in Q1 2023, an estimated $8K.
  • UMB Bank first reported a position in Gladstone Capital in Q4 2021 and held it in 5 quarters.
  • UMB Bank's Gladstone Capital position peaked at $18K in Q1 2022.
  • 71 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2023.

Based on UMB Bank's 13F filing for Q1 2023, filed 11 Apr 2023.