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UMB Bank’s Ooma OOMA Stock Holding History

UMB Bank’s Portfolio OOMA Stock Details OOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-526
Closed -$5.22K – 2180
2024
Q2 		$5.22K Sell
526
-249
-32% -$1.98K ﹤0.01% 1422
2024
Q1 		$6.61K Hold
775
– – ﹤0.01% 1348
2023
Q4 		$8.32K Hold
775
– – ﹤0.01% 1334
2023
Q3 		$10.1K Sell
775
-152
-16% -$2.15K ﹤0.01% 1287
2023
Q2 		$13.9K Buy
+927
New +$12.2K ﹤0.01% 1192
2023
Q1 		– Sell
-74
Closed -$1K – 1771
2022
Q4 		$1K Hold
74
– – ﹤0.01% 1650
2022
Q3 		$1K Buy
+74
New +$918 ﹤0.01% 1690

Other funds holding OOMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UMB Bank's OOMA Position: Q3 2024 in Review

UMB Bank sold out of Ooma (OOMA) in Q3 2024, closing a stake of 526 shares — an estimated $5.22K sold.

UMB Bank first reported a position in OOMA in Q3 2022 and held it in 7 quarters. The position peaked at $13.9K in Q2 2023. 116 funds tracked by Wall St. Rank hold OOMA as of Q3 2024.

  • UMB Bank reported no remaining Ooma position as of Q3 2024 after selling out during the quarter.
  • UMB Bank sold 526 Ooma shares in Q3 2024, an estimated $5.22K.
  • UMB Bank first reported a position in Ooma in Q3 2022 and held it in 7 quarters.
  • UMB Bank's Ooma position peaked at $13.9K in Q2 2023.
  • 116 funds tracked by Wall St. Rank held Ooma as of Q3 2024.

Based on UMB Bank's 13F filing for Q3 2024, filed 9 Oct 2024.