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Weiss Multi-Strategy Advisers’s UMB Financial UMBF Stock Holding History

Weiss Multi-Strategy Advisers’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
Q4 		– Sell
-24,188
Closed -$1.5M – 692
2023
Q3 		$1.5M Sell
24,188
-4,743
-16% -$308K 0.04% 404
2023
Q2 		$1.76M Sell
28,931
-57,069
-66% -$3.41M 0.04% 485
2023
Q1 		$4.96M Buy
+86,000
New +$6.99M 0.12% 265

Other funds holding UMBF

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

Weiss Multi-Strategy Advisers's UMBF Position: Q4 2023 in Review

Weiss Multi-Strategy Advisers sold out of UMB Financial (UMBF) in Q4 2023, closing a stake of 24,188 shares — an estimated $1.5M sold.

Weiss Multi-Strategy Advisers first reported a position in UMBF in Q1 2023 and held it in 3 quarters. The position peaked at $4.96M in Q1 2023. 259 funds tracked by Wall St. Rank hold UMBF as of Q4 2023.

  • Weiss Multi-Strategy Advisers reported no remaining UMB Financial position as of Q4 2023 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 24,188 UMB Financial shares in Q4 2023, an estimated $1.5M.
  • Weiss Multi-Strategy Advisers first reported a position in UMB Financial in Q1 2023 and held it in 3 quarters.
  • Weiss Multi-Strategy Advisers's UMB Financial position peaked at $4.96M in Q1 2023.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q4 2023.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q4 2023, filed 14 Feb 2024.