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VELA Investment Management’s UMB Financial UMBF Stock Holding History

VELA Investment Management’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
Q1 		– Sell
-15,940
Closed -$1.33M – 142
2022
Q4 		$1.33M Buy
15,940
+849
+6% +$71.3K 0.66% 51
2022
Q3 		$1.27M Hold
15,091
– – 0.72% 43
2022
Q2 		$1.3M Buy
15,091
+1,248
+9% +$113K 0.74% 42
2022
Q1 		$1.34M Buy
13,843
+65
+0.5% +$6.63K 0.84% 37
2021
Q4 		$1.46M Buy
+13,778
New +$1.42M 0.98% 34

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VELA Investment Management's UMBF Position: Q1 2023 in Review

VELA Investment Management sold out of UMB Financial (UMBF) in Q1 2023, closing a stake of 15,940 shares — an estimated $1.33M sold.

VELA Investment Management first reported a position in UMBF in Q4 2021 and held it in 5 quarters. The position peaked at $1.46M in Q4 2021. 259 funds tracked by Wall St. Rank hold UMBF as of Q1 2023.

  • VELA Investment Management reported no remaining UMB Financial position as of Q1 2023 after selling out during the quarter.
  • VELA Investment Management sold 15,940 UMB Financial shares in Q1 2023, an estimated $1.33M.
  • VELA Investment Management first reported a position in UMB Financial in Q4 2021 and held it in 5 quarters.
  • VELA Investment Management's UMB Financial position peaked at $1.46M in Q4 2021.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q1 2023.

Based on VELA Investment Management's 13F filing for Q1 2023, filed 8 May 2023.