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UMB Bank’s Peloton Interactive PTON Stock Holding History

UMB Bank’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-448
Closed -$4K – 1777
2022
Q4 		$4K Hold
448
– – ﹤0.01% 1467
2022
Q3 		$3K Sell
448
-789
-64% -$8.02K ﹤0.01% 1553
2022
Q2 		$12K Buy
1,237
+669
+118% +$10.7K ﹤0.01% 1338
2022
Q1 		$15K Buy
568
+474
+504% +$13.6K ﹤0.01% 1359
2021
Q4 		$3K Buy
+94
New +$5.74K ﹤0.01% 1756

Other funds holding PTON

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UMB Bank's PTON Position: Q1 2023 in Review

UMB Bank sold out of Peloton Interactive (PTON) in Q1 2023, closing a stake of 448 shares — an estimated $4K sold.

UMB Bank first reported a position in PTON in Q4 2021 and held it in 5 quarters. The position peaked at $15K in Q1 2022. 409 funds tracked by Wall St. Rank hold PTON as of Q1 2023.

  • UMB Bank reported no remaining Peloton Interactive position as of Q1 2023 after selling out during the quarter.
  • UMB Bank sold 448 Peloton Interactive shares in Q1 2023, an estimated $4K.
  • UMB Bank first reported a position in Peloton Interactive in Q4 2021 and held it in 5 quarters.
  • UMB Bank's Peloton Interactive position peaked at $15K in Q1 2022.
  • 409 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2023.

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