UB
HALO icon

UMB Bank’s Halozyme HALO Stock Holding History

UMB Bank’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95K Buy
1,470
+174
+13% +$12.3K ﹤0.01% 992
2025
Q4 		$87.2K Buy
1,296
+200
+18% +$13.5K ﹤0.01% 1014
2025
Q3 		$80.4K Buy
1,096
+101
+10% +$6.71K ﹤0.01% 963
2025
Q2 		$51.8K Sell
995
-324
-25% -$18.4K ﹤0.01% 1106
2025
Q1 		$84.2K Buy
1,319
+960
+267% +$55.8K ﹤0.01% 843
2024
Q4 		$17.2K Sell
359
-17
-5% -$872 ﹤0.01% 1317
2024
Q3 		$21.5K Buy
376
+296
+370% +$17K ﹤0.01% 1194
2024
Q2 		$4.19K Buy
80
+42
+111% +$1.84K ﹤0.01% 1487
2024
Q1 		$1.55K Buy
+38
New +$1.43K ﹤0.01% 1610
2023
Q1 		– Sell
-584
Closed -$33K – 1740
2022
Q4 		$33K Hold
584
– – ﹤0.01% 959
2022
Q3 		$23K Buy
+584
New +$25.8K ﹤0.01% 1062

Other funds holding HALO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return