UB
SRC

UMB Bank’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

UMB Bank’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-263
Closed -$11.5K – 2209
2023
Q4 		$11.5K Hold
263
– – ﹤0.01% 1253
2023
Q3 		$8.82K Hold
263
– – ﹤0.01% 1313
2023
Q2 		$10.4K Hold
263
– – ﹤0.01% 1292
2023
Q1 		$10.5K Sell
263
-5
-2% -$207 ﹤0.01% 1273
2022
Q4 		$11K Sell
268
-116
-30% -$4.53K ﹤0.01% 1294
2022
Q3 		$14K Sell
384
-49
-11% -$2.03K ﹤0.01% 1221
2022
Q2 		$17K Sell
433
-16
-4% -$674 ﹤0.01% 1248
2022
Q1 		$21K Buy
449
+125
+39% +$5.82K ﹤0.01% 1246
2021
Q4 		$16K Buy
+324
New +$15.4K ﹤0.01% 1336

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UMB Bank's SRC Position: Q1 2024 in Review

UMB Bank sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 263 shares — an estimated $11.5K sold.

UMB Bank first reported a position in SRC in Q4 2021 and held it in 9 quarters. The position peaked at $21K in Q1 2022. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • UMB Bank reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • UMB Bank sold 263 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $11.5K.
  • UMB Bank first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2021 and held it in 9 quarters.
  • UMB Bank's SPIRIT REALTY CAPITAL, INC. position peaked at $21K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on UMB Bank's 13F filing for Q1 2024, filed 26 Apr 2024.