US Asset Management LLC’s UMB Financial UMBF Stock Holding History

US Asset Management LLC’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,288	Closed	-$74K	–	222
2023 Q1	$74K	Sell	1,288 -17	-1%	-$1.38K	0.08%	176
2022 Q4	$109K	Buy	+1,305	New	+$110K	0.12%	160
2022 Q2	$113K	Buy	1,317 +28	+2%	+$2.54K	0.12%	156
2022 Q1	$125K	Buy	+1,289	New	+$132K	0.12%	154
2021 Q4	–	Sell	-1,289	Closed	-$125K	–	227
2021 Q3	$125K	Buy	+1,289	New	+$118K	0.12%	151

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

US Asset Management LLC's UMBF Position: Q2 2023 in Review

US Asset Management LLC sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 1,288 shares — an estimated $74K sold.

US Asset Management LLC first reported a position in UMBF in Q3 2021 and held it in 5 quarters. The position peaked at $125K in Q1 2022. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

US Asset Management LLC reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
US Asset Management LLC sold 1,288 UMB Financial shares in Q2 2023, an estimated $74K.
US Asset Management LLC first reported a position in UMB Financial in Q3 2021 and held it in 5 quarters.
US Asset Management LLC's UMB Financial position peaked at $125K in Q1 2022.
225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on US Asset Management LLC's 13F filing for Q2 2023, filed 22 Aug 2023.