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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return