Winton Group’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,803
| Closed | -$295K | – | 789 |
|
|
2024
Q3 | $295K | Sell |
2,803
-8,480
| -75% | -$891K | 0.02% | 519 |
|
|
2024
Q2 | $941K | Sell |
11,283
-1,273
| -10% | -$106K | 0.06% | 278 |
|
|
2024
Q1 | $1.09M | Buy |
12,556
+6,219
| +98% | +$541K | 0.08% | 222 |
|
|
2023
Q4 | $529K | Sell |
6,337
-337
| -5% | -$28.2K | 0.04% | 259 |
|
|
2023
Q3 | $414K | Sell |
6,674
-1,543
| -19% | -$95.7K | 0.03% | 337 |
|
|
2023
Q2 | $500K | Sell |
8,217
-18,442
| -69% | -$1.12M | 0.04% | 317 |
|
|
2023
Q1 | $1.54M | Buy |
26,659
+5,341
| +25% | +$308K | 0.09% | 287 |
|
|
2022
Q4 | $1.78M | Buy |
21,318
+589
| +3% | +$49.2K | 0.12% | 233 |
|
|
2022
Q3 | $1.75M | Buy |
20,729
+3,218
| +18% | +$271K | 0.11% | 232 |
|
|
2022
Q2 | $1.51M | Buy |
17,511
+4,580
| +35% | +$394K | 0.08% | 357 |
|
|
2022
Q1 | $1.26M | Buy |
12,931
+1,462
| +13% | +$142K | 0.07% | 393 |
|
|
2021
Q4 | $1.22M | Buy |
11,469
+7,560
| +193% | +$802K | 0.07% | 393 |
|
|
2021
Q3 | $378K | Sell |
3,909
-1,859
| -32% | -$180K | 0.02% | 996 |
|
|
2021
Q2 | $537K | Buy |
+5,768
| New | +$537K | 0.03% | 879 |
|
|
2020
Q2 | – | Sell |
-16,861
| Closed | -$782K | – | 1598 |
|
|
2020
Q1 | $782K | Buy |
16,861
+6,181
| +58% | +$287K | 0.02% | 891 |
|
|
2019
Q4 | $733K | Buy |
+10,680
| New | +$733K | 0.01% | 1138 |
|
|
2018
Q3 | – | Sell |
-93,406
| Closed | -$7.12M | – | 1147 |
|
|
2018
Q2 | $7.12M | Buy |
+93,406
| New | +$7.12M | 0.18% | 206 |
|