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Ziegler Capital Management’s UMB Financial UMBF Stock Holding History

Ziegler Capital Management’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
Q1 		– Sell
-12,475
Closed -$1.04M – 421
2022
Q4 		$1.04M Sell
12,475
-4,106
-25% -$345K 0.04% 278
2022
Q3 		$1.4M Buy
16,581
+607
+4% +$54.9K 0.06% 243
2022
Q2 		$1.38M Buy
15,974
+523
+3% +$47.4K 0.06% 250
2022
Q1 		$1.5M Sell
15,451
-1,900
-11% -$194K 0.06% 237
2021
Q4 		$1.84M Sell
17,351
-5,489
-24% -$566K 0.07% 236
2021
Q3 		$2.21M Buy
22,840
+102
+0.4% +$9.3K 0.08% 226
2021
Q2 		$2.12M Buy
22,738
+330
+1% +$31.3K 0.07% 248
2021
Q1 		$2.07M Buy
22,408
+2,668
+14% +$220K 0.07% 252
2020
Q4 		$1.36M Buy
19,740
+1,992
+11% +$128K 0.05% 269
2020
Q3 		$870K Buy
17,748
+11,115
+168% +$561K 0.03% 313
2020
Q2 		$342K Sell
6,633
-20,982
-76% -$1.03M 0.01% 402
2020
Q1 		$1.28M Buy
+27,615
New +$1.68M 0.03% 321

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ziegler Capital Management's UMBF Position: Q1 2023 in Review

Ziegler Capital Management sold out of UMB Financial (UMBF) in Q1 2023, closing a stake of 12,475 shares — an estimated $1.04M sold.

Ziegler Capital Management first reported a position in UMBF in Q1 2020 and held it in 12 quarters. The position peaked at $2.21M in Q3 2021. 259 funds tracked by Wall St. Rank hold UMBF as of Q1 2023.

  • Ziegler Capital Management reported no remaining UMB Financial position as of Q1 2023 after selling out during the quarter.
  • Ziegler Capital Management sold 12,475 UMB Financial shares in Q1 2023, an estimated $1.04M.
  • Ziegler Capital Management first reported a position in UMB Financial in Q1 2020 and held it in 12 quarters.
  • Ziegler Capital Management's UMB Financial position peaked at $2.21M in Q3 2021.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q1 2023.

Based on Ziegler Capital Management's 13F filing for Q1 2023, filed 4 May 2023.