A detailed history of Meritage Portfolio Management transactions in Umb Financial Corp stock. As of the latest transaction made, Meritage Portfolio Management holds 21,721 shares of UMBF stock, worth $2.51 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
21,721
Previous 21,721 -0.0%
Holding current value
$2.51 Million
Previous $1.81 Million 25.99%
% of portfolio
0.14%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023

SELL
$77.66 - $91.26 $47,760 - $56,124
-615 Reduced 2.75%
21,721 $1.81 Million
Q2 2021

Jul 26, 2021

SELL
$88.57 - $99.55 $15,499 - $17,421
-175 Reduced 0.78%
22,336 $2.08 Million
Q4 2020

Feb 03, 2021

SELL
$49.21 - $72.48 $196,840 - $289,920
-4,000 Reduced 15.09%
22,511 $1.55 Million
Q2 2020

Jul 27, 2020

BUY
$42.49 - $61.71 $7,435 - $10,799
175 Added 0.66%
26,511 $1.37 Million
Q1 2020

Apr 27, 2020

SELL
$42.5 - $69.79 $19,847 - $32,591
-467 Reduced 1.74%
26,336 $1.22 Million
Q2 2019

Jul 30, 2019

SELL
$61.47 - $71.7 $256,637 - $299,347
-4,175 Reduced 13.48%
26,803 $1.76 Million
Q1 2019

Apr 25, 2019

SELL
$61.34 - $69.42 $21,469 - $24,297
-350 Reduced 1.12%
30,978 $1.98 Million
Q4 2018

Jan 25, 2019

BUY
$58.28 - $72.55 $11,656 - $14,510
200 Added 0.64%
31,328 $1.91 Million
Q4 2017

Jan 29, 2018

BUY
$69.7 - $77.01 $30,807 - $34,038
442 Added 1.44%
31,128 $2.24 Million
Q3 2017

Oct 16, 2017

BUY
$63.35 - $74.49 $1.94 Million - $2.29 Million
30,686
30,686 $2.29 Million

Others Institutions Holding UMBF

About UMB FINANCIAL CORP


  • Ticker UMBF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 48,312,300
  • Market Cap $5.59B
  • Description
  • UMB Financial Corporation operates as the bank holding company for the UMB Bank that provides various banking and other financial services. The Commercial Banking segment provides commercial loans and credit card; commercial real estate financing; letters of credit; loan syndication, and consultative service; various business solutions including...
More about UMBF
Track This Portfolio

Track Meritage Portfolio Management Portfolio

Follow Meritage Portfolio Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meritage Portfolio Management, based on Form 13F filings with the SEC.

News

Stay updated on Meritage Portfolio Management with notifications on news.