UMB Bank’s Steelcase SCS Stock Holding History

UMB Bank’s Portfolio SCS Stock Details SCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-500	Closed	-$3K	–	1818
2022 Q3	$3K	Hold	500	–	–	﹤0.01%	1558
2022 Q2	$5K	Hold	500	–	–	﹤0.01%	1591
2022 Q1	$6K	Hold	500	–	–	﹤0.01%	1629
2021 Q4	$6K	Buy	+500	New	+$6.03K	﹤0.01%	1603

Other funds holding SCS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UMB Bank's SCS Position: Q4 2022 in Review

UMB Bank sold out of Steelcase (SCS) in Q4 2022, closing a stake of 500 shares — an estimated $3K sold.

UMB Bank first reported a position in SCS in Q4 2021 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 187 funds tracked by Wall St. Rank hold SCS as of Q4 2022.

UMB Bank reported no remaining Steelcase position as of Q4 2022 after selling out during the quarter.
UMB Bank sold 500 Steelcase shares in Q4 2022, an estimated $3K.
UMB Bank first reported a position in Steelcase in Q4 2021 and held it in 4 quarters.
UMB Bank's Steelcase position peaked at $6K in Q1 2022.
187 funds tracked by Wall St. Rank held Steelcase as of Q4 2022.

Based on UMB Bank's 13F filing for Q4 2022, filed 10 Jan 2023.