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UMB Bank’s Liberty All-Star Equity Fund USA Stock Holding History

UMB Bank’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,265
Closed -$42.6K – 2196
2024
Q2 		$42.6K Buy
6,265
+161
+3% +$1.09K ﹤0.01% 861
2024
Q1 		$43.6K Buy
6,104
+292
+5% +$1.95K ﹤0.01% 859
2023
Q4 		$37.1K Sell
5,812
-53
-0.9% -$322 ﹤0.01% 903
2023
Q3 		$34.7K Buy
5,865
+91
+2% +$578 ﹤0.01% 924
2023
Q2 		$37.4K Buy
5,774
+107
+2% +$654 ﹤0.01% 914
2023
Q1 		$35.1K Sell
5,667
-3,073
-35% -$18.9K ﹤0.01% 932
2022
Q4 		$50K Sell
8,740
-2,108
-19% -$12.6K ﹤0.01% 850
2022
Q3 		$60K Buy
10,848
+260
+2% +$1.68K ﹤0.01% 830
2022
Q2 		$66K Hold
10,588
– – ﹤0.01% 837
2022
Q1 		$86K Hold
10,588
– – ﹤0.01% 805
2021
Q4 		$89K Buy
+10,588
New +$89.4K ﹤0.01% 828

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

UMB Bank's USA Position: Q3 2024 in Review

UMB Bank sold out of Liberty All-Star Equity Fund (USA) in Q3 2024, closing a stake of 6,265 shares — an estimated $42.6K sold.

UMB Bank first reported a position in USA in Q4 2021 and held it in 11 quarters. The position peaked at $89K in Q4 2021. 177 funds tracked by Wall St. Rank hold USA as of Q3 2024.

  • UMB Bank reported no remaining Liberty All-Star Equity Fund position as of Q3 2024 after selling out during the quarter.
  • UMB Bank sold 6,265 Liberty All-Star Equity Fund shares in Q3 2024, an estimated $42.6K.
  • UMB Bank first reported a position in Liberty All-Star Equity Fund in Q4 2021 and held it in 11 quarters.
  • UMB Bank's Liberty All-Star Equity Fund position peaked at $89K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2024.

Based on UMB Bank's 13F filing for Q3 2024, filed 9 Oct 2024.