UB
VMW

UMB Bank’s VMware, Inc VMW Stock Holding History

UMB Bank’s Portfolio VMW Stock Details VMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-539
Closed -$89.7K – 1776
2023
Q3 		$89.7K Buy
539
+51
+10% +$8.17K ﹤0.01% 713
2023
Q2 		$70.1K Sell
488
-12
-2% -$1.56K ﹤0.01% 770
2023
Q1 		$62.4K Sell
500
-4
-0.8% -$481 ﹤0.01% 790
2022
Q4 		$61K Buy
504
+6
+1% +$692 ﹤0.01% 798
2022
Q3 		$53K Sell
498
-221
-31% -$25.4K ﹤0.01% 855
2022
Q2 		$82K Hold
719
– – ﹤0.01% 790
2022
Q1 		$82K Sell
719
-321
-31% -$38.9K ﹤0.01% 816
2021
Q4 		$120K Buy
+1,040
New +$137K ﹤0.01% 775

Other funds holding VMW

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
AAB
ABN AMRO Bank Amsterdam, Netherlands $9.27B AUM 20.48% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

UMB Bank's VMW Position: Q4 2023 in Review

UMB Bank sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 539 shares — an estimated $89.7K sold.

UMB Bank first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $120K in Q4 2021. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • UMB Bank reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • UMB Bank sold 539 VMware, Inc shares in Q4 2023, an estimated $89.7K.
  • UMB Bank first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • UMB Bank's VMware, Inc position peaked at $120K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on UMB Bank's 13F filing for Q4 2023, filed 23 Jan 2024.