UMB Bank’s XPeng XPEV Stock Holding History

UMB Bank’s Portfolio XPEV Stock Details XPEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-650	Closed	-$4.76K	–	2201
2024 Q2	$4.76K	Hold	650	–	–	﹤0.01%	1451
2024 Q1	$4.99K	Hold	650	–	–	﹤0.01%	1381
2023 Q4	$9.48K	Hold	650	–	–	﹤0.01%	1302
2023 Q3	$11.9K	Hold	650	–	–	﹤0.01%	1236
2023 Q2	$8.72K	Hold	650	–	–	﹤0.01%	1327
2023 Q1	$7.22K	Hold	650	–	–	﹤0.01%	1357
2022 Q4	$6K	Sell	650 -7	-1%	-$63	﹤0.01%	1413
2022 Q3	$8K	Buy	657 +7	+1%	+$151	﹤0.01%	1386
2022 Q2	$21K	Hold	650	–	–	﹤0.01%	1167
2022 Q1	$18K	Sell	650 -171	-21%	-$6.07K	﹤0.01%	1297
2021 Q4	$41K	Buy	+821	New	+$37K	﹤0.01%	1047

Other funds holding XPEV

Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OPL

Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMB Bank's XPEV Position: Q3 2024 in Review

UMB Bank sold out of XPeng (XPEV) in Q3 2024, closing a stake of 650 shares — an estimated $4.76K sold.

UMB Bank first reported a position in XPEV in Q4 2021 and held it in 11 quarters. The position peaked at $41K in Q4 2021. 185 funds tracked by Wall St. Rank hold XPEV as of Q3 2024.

UMB Bank reported no remaining XPeng position as of Q3 2024 after selling out during the quarter.
UMB Bank sold 650 XPeng shares in Q3 2024, an estimated $4.76K.
UMB Bank first reported a position in XPeng in Q4 2021 and held it in 11 quarters.
UMB Bank's XPeng position peaked at $41K in Q4 2021.
185 funds tracked by Wall St. Rank held XPeng as of Q3 2024.

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