UB
PEI

UMB Bank’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

UMB Bank’s Portfolio PEI Stock Details PEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2
Closed – – 1815
2022
Q4 		$0 Hold
2
– – ﹤0.01% 1892
2022
Q3 		$0 Buy
+2
New +$9 ﹤0.01% 2042
2022
Q2 		– Sell
-2
Closed – – 2096
2022
Q1 		$0 Hold
2
– – ﹤0.01% 2129
2021
Q4 		$0 Buy
+2
New +$43 ﹤0.01% 2024

Other funds holding PEI

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

UMB Bank's PEI Position: Q1 2023 in Review

UMB Bank sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2023, closing a stake of 2 shares.

UMB Bank first reported a position in PEI in Q4 2021 and held it in 4 quarters. The position peaked at $0 in Q4 2022. 2 funds tracked by Wall St. Rank hold PEI as of Q1 2023.

  • UMB Bank reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2023 after selling out during the quarter.
  • UMB Bank sold 2 Pennsylvania Real Estate Investment Trust shares in Q1 2023.
  • UMB Bank first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2021 and held it in 4 quarters.
  • UMB Bank's Pennsylvania Real Estate Investment Trust position peaked at $0 in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2023.

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