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UMB Bank’s MidCap Financial Investment MFIC Stock Holding History

UMB Bank’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-333
Closed -$4K – 1763
2022
Q4 		$4K Sell
333
-2,197
-87% -$25.3K ﹤0.01% 1462
2022
Q3 		$26K Sell
2,530
-2,159
-46% -$26.3K ﹤0.01% 1028
2022
Q2 		$51K Hold
4,689
– – ﹤0.01% 918
2022
Q1 		$62K Hold
4,689
– – ﹤0.01% 902
2021
Q4 		$60K Buy
+4,689
New +$61.6K ﹤0.01% 938
2015
Q4 		– Sell
-3,667
Closed -$60K – 354
2015
Q3 		$60K Hold
3,667
– – ﹤0.01% 293
2015
Q2 		$78 Buy
+3,667
New +$84.9K ﹤0.01% 306
2014
Q4 		– Sell
-4,667
Closed -$115 – 306
2014
Q3 		$115 Buy
4,667
+1,000
+27% +$25.9K 0.01% 295
2014
Q2 		$95K Buy
+3,667
New +$90.4K ﹤0.01% 304

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UMB Bank's MFIC Position: Q1 2023 in Review

UMB Bank sold out of MidCap Financial Investment (MFIC) in Q1 2023, closing a stake of 333 shares — an estimated $4K sold.

UMB Bank first reported a position in MFIC in Q2 2014 and held it in 9 quarters. The position peaked at $95K in Q2 2014. 124 funds tracked by Wall St. Rank hold MFIC as of Q1 2023.

  • UMB Bank reported no remaining MidCap Financial Investment position as of Q1 2023 after selling out during the quarter.
  • UMB Bank sold 333 MidCap Financial Investment shares in Q1 2023, an estimated $4K.
  • UMB Bank first reported a position in MidCap Financial Investment in Q2 2014 and held it in 9 quarters.
  • UMB Bank's MidCap Financial Investment position peaked at $95K in Q2 2014.
  • 124 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2023.

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