Vident Investment Advisory’s UMB Financial UMBF Stock Holding History

Vident Investment Advisory’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
2022 Q4	–	Sell	-13,007	Closed	-$1.09M	–	1339
2022 Q3	$1.09M	Buy	13,007 +4,593	+55%	+$416K	0.04%	569
2022 Q2	$724K	Buy	8,414 +5,927	+238%	+$537K	0.02%	734
2022 Q1	$242K	Buy	+2,487	New	+$254K	0.01%	1125
2015 Q4	–	Sell	-8,401	Closed	-$427K	–	817
2015 Q3	$427K	Buy	+8,401	New	+$443K	0.06%	594

Other funds holding UMBF

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Vident Investment Advisory's UMBF Position: Q4 2022 in Review

Vident Investment Advisory sold out of UMB Financial (UMBF) in Q4 2022, closing a stake of 13,007 shares — an estimated $1.09M sold.

Vident Investment Advisory first reported a position in UMBF in Q3 2015 and held it in 4 quarters. The position peaked at $1.09M in Q3 2022. 265 funds tracked by Wall St. Rank hold UMBF as of Q4 2022.

Vident Investment Advisory reported no remaining UMB Financial position as of Q4 2022 after selling out during the quarter.
Vident Investment Advisory sold 13,007 UMB Financial shares in Q4 2022, an estimated $1.09M.
Vident Investment Advisory first reported a position in UMB Financial in Q3 2015 and held it in 4 quarters.
Vident Investment Advisory's UMB Financial position peaked at $1.09M in Q3 2022.
265 funds tracked by Wall St. Rank held UMB Financial as of Q4 2022.

Based on Vident Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.