VELA Investment Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,940
| Closed | -$1.33M | – | 142 |
|
|
2022
Q4 | $1.33M | Buy |
15,940
+849
| +6% | +$70.9K | 0.66% | 51 |
|
|
2022
Q3 | $1.27M | Hold |
15,091
| – | – | 0.72% | 43 |
|
|
2022
Q2 | $1.3M | Buy |
15,091
+1,248
| +9% | +$107K | 0.74% | 42 |
|
|
2022
Q1 | $1.35M | Buy |
13,843
+65
| +0.5% | +$6.32K | 0.84% | 37 |
|
|
2021
Q4 | $1.46M | Buy |
+13,778
| New | +$1.46M | 0.98% | 34 |
|