UB
PACW

UMB Bank’s PacWest Bancorp PACW Stock Holding History

UMB Bank’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-33
Closed -$1K – 1804
2022
Q4 		$1K Hold
33
– – ﹤0.01% 1689
2022
Q3 		$1K Sell
33
-556
-94% -$15K ﹤0.01% 1724
2022
Q2 		$16K Hold
589
– – ﹤0.01% 1262
2022
Q1 		$25K Sell
589
-16
-3% -$755 ﹤0.01% 1178
2021
Q4 		$27K Buy
+605
New +$28.2K ﹤0.01% 1180

Other funds holding PACW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

UMB Bank's PACW Position: Q1 2023 in Review

UMB Bank sold out of PacWest Bancorp (PACW) in Q1 2023, closing a stake of 33 shares — an estimated $1K sold.

UMB Bank first reported a position in PACW in Q4 2021 and held it in 5 quarters. The position peaked at $27K in Q4 2021. 276 funds tracked by Wall St. Rank hold PACW as of Q1 2023.

  • UMB Bank reported no remaining PacWest Bancorp position as of Q1 2023 after selling out during the quarter.
  • UMB Bank sold 33 PacWest Bancorp shares in Q1 2023, an estimated $1K.
  • UMB Bank first reported a position in PacWest Bancorp in Q4 2021 and held it in 5 quarters.
  • UMB Bank's PacWest Bancorp position peaked at $27K in Q4 2021.
  • 276 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2023.

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