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Winslow Evans & Crocker’s UMB Financial UMBF Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$97K Buy
+1,400
New +$89.8K 0.02% 442
2014
Q1 		– Sell
-9
Closed -$1K – 1392
2013
Q4 		$1K Buy
+9
New +$547 ﹤0.01% 1364

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Winslow Evans & Crocker's UMBF Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in UMB Financial (UMBF) in Q4 2020: 1,400 shares worth $97K. The stake represents 0.02% of the portfolio and ranks #442 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in UMBF as recently as Q4 2013.

Winslow Evans & Crocker first reported a position in UMBF in Q4 2013 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold UMBF as of Q4 2020.

  • Winslow Evans & Crocker held 1,400 shares of UMB Financial worth $97K as of Q4 2020.
  • UMB Financial was a new Winslow Evans & Crocker position in Q4 2020.
  • UMB Financial made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #442 holding.
  • Winslow Evans & Crocker first reported a position in UMB Financial in Q4 2013 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held UMB Financial as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.