UB
XM

UMB Bank’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

UMB Bank’s Portfolio XM Stock Details XM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-43
Closed -$1K – 2017
2022
Q2 		$1K Hold
43
– – ﹤0.01% 1887
2022
Q1 		$1K Sell
43
-400
-90% -$11.6K ﹤0.01% 1958
2021
Q4 		$16K Buy
+443
New +$17.2K ﹤0.01% 1337

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

UMB Bank's XM Position: Q3 2022 in Review

UMB Bank sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q3 2022, closing a stake of 43 shares — an estimated $1K sold.

UMB Bank first reported a position in XM in Q4 2021 and held it in 3 quarters. The position peaked at $16K in Q4 2021. 167 funds tracked by Wall St. Rank hold XM as of Q3 2022.

  • UMB Bank reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
  • UMB Bank sold 43 Qualtrics International Inc. Class A Common Stock shares in Q3 2022, an estimated $1K.
  • UMB Bank first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 3 quarters.
  • UMB Bank's Qualtrics International Inc. Class A Common Stock position peaked at $16K in Q4 2021.
  • 167 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q3 2022.

Based on UMB Bank's 13F filing for Q3 2022, filed 13 Oct 2022.