UMB Bank’s Orchestra BioMed OBIO Stock Holding History

UMB Bank’s Portfolio OBIO Stock Details OBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,160	Closed	-$27.6K	–	1707
2023 Q3	$27.6K	Buy	+3,160	New	+$21.2K	﹤0.01%	986

Other funds holding OBIO

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UMB Bank's OBIO Position: Q4 2023 in Review

UMB Bank sold out of Orchestra BioMed (OBIO) in Q4 2023, closing a stake of 3,160 shares — an estimated $27.6K sold.

UMB Bank first reported a position in OBIO in Q3 2023 and held it in 1 quarter. The position peaked at $27.6K in Q3 2023. 39 funds tracked by Wall St. Rank hold OBIO as of Q4 2023.

UMB Bank reported no remaining Orchestra BioMed position as of Q4 2023 after selling out during the quarter.
UMB Bank sold 3,160 Orchestra BioMed shares in Q4 2023, an estimated $27.6K.
UMB Bank first reported a position in Orchestra BioMed in Q3 2023 and held it in 1 quarter.
UMB Bank's Orchestra BioMed position peaked at $27.6K in Q3 2023.
39 funds tracked by Wall St. Rank held Orchestra BioMed as of Q4 2023.

Based on UMB Bank's 13F filing for Q4 2023, filed 23 Jan 2024.