Ziegler Capital Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,475
| Closed | -$1.04M | – | 421 |
|
|
2022
Q4 | $1.04M | Sell |
12,475
-4,106
| -25% | -$343K | 0.04% | 278 |
|
|
2022
Q3 | $1.4M | Buy |
16,581
+607
| +4% | +$51.2K | 0.06% | 243 |
|
|
2022
Q2 | $1.38M | Buy |
15,974
+523
| +3% | +$45K | 0.06% | 250 |
|
|
2022
Q1 | $1.5M | Sell |
15,451
-1,900
| -11% | -$185K | 0.06% | 237 |
|
|
2021
Q4 | $1.84M | Sell |
17,351
-5,489
| -24% | -$582K | 0.07% | 236 |
|
|
2021
Q3 | $2.21M | Buy |
22,840
+102
| +0.4% | +$9.87K | 0.08% | 226 |
|
|
2021
Q2 | $2.12M | Buy |
22,738
+330
| +1% | +$30.7K | 0.07% | 248 |
|
|
2021
Q1 | $2.07M | Buy |
22,408
+2,668
| +14% | +$246K | 0.07% | 252 |
|
|
2020
Q4 | $1.36M | Buy |
19,740
+1,992
| +11% | +$137K | 0.05% | 269 |
|
|
2020
Q3 | $870K | Buy |
17,748
+11,115
| +168% | +$545K | 0.03% | 313 |
|
|
2020
Q2 | $342K | Sell |
6,633
-20,982
| -76% | -$1.08M | 0.01% | 402 |
|
|
2020
Q1 | $1.28M | Buy |
+27,615
| New | +$1.28M | 0.03% | 321 |
|