XK
UMBF icon

Xact Kapitalforvaltning’s UMB Financial UMBF Stock Holding History

Xact Kapitalforvaltning’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
Q1 		$321K Hold
6,930
– – 0.01% 970
2019
Q4 		$476K Hold
6,930
– – 0.01% 986
2019
Q3 		$448K Hold
6,930
– – 0.01% 975
2019
Q2 		$456K Hold
6,930
– – 0.01% 977
2019
Q1 		$444K Hold
6,930
– – 0.01% 992
2018
Q4 		$423K Hold
6,930
– – 0.01% 1007
2018
Q3 		$491K Buy
6,930
+800
+13% +$60.1K 0.01% 981
2018
Q2 		$467K Hold
6,130
– – 0.01% 984
2018
Q1 		$444K Buy
6,130
+2,000
+48% +$150K 0.01% 916
2017
Q4 		$297K Buy
+4,130
New +$303K 0.01% 958

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

Xact Kapitalforvaltning's UMBF Position: Q1 2020 in Review

Xact Kapitalforvaltning held its UMB Financial (UMBF) position steady in Q1 2020 at 6,930 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #970.

Xact Kapitalforvaltning first reported a position in UMBF in Q4 2017 and has held it in 10 quarters since. The position peaked at $491K in Q3 2018. 211 funds tracked by Wall St. Rank hold UMBF as of Q1 2020.

  • Xact Kapitalforvaltning held 6,930 shares of UMB Financial worth $321K as of Q1 2020.
  • Xact Kapitalforvaltning left its UMB Financial share count unchanged in Q1 2020.
  • UMB Financial made up 0.01% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #970 holding.
  • Xact Kapitalforvaltning first reported a position in UMB Financial in Q4 2017 and has held it in 10 quarters since.
  • Xact Kapitalforvaltning's UMB Financial position peaked at $491K in Q3 2018.
  • 211 funds tracked by Wall St. Rank held UMB Financial as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.