Number of Shares
23,066.00
Current Holdings Value*
$2.33 Mil
% of Portfolio
0.29%
Total Estimate Gain
$1.07 Mil
% of Total Estimate Gain
41.36%

ATM Small Cap Managed Volatility Portfolio's UMB Financial Corp Holding Summary

As of 2025-03-31, EQ ADVISORS TRUST held 23,066.00 shares of UMB Financial Corp(UMBF), totaling $2.33 Mil. This investment constitutes 0.29% of their stock portfolio, and EQ ADVISORS TRUST now holds 0.03% of the outstanding UMB Financial Corp(UMBF) stock.

The initial trade took place in 2019Q3. And since then ATM Small Cap Managed Volatility Portfolio has made 4 purchases of UMBF, at an average price of $73.93, for a total of 34,848.00 shares. In addition, there have been 10 sales at an average price of $94.69 for 11,782.00 shares. Based on historical transaction data and UMBF's current price of $109.52, ATM Small Cap Managed Volatility Portfolio's estimated gain on his UMBF holdings is $1.07 Mil, reflecting a 41.36% gain to date.

ATM Small Cap Managed Volatility Portfolio UMBF ($109.52) Holding Chart

ATM Small Cap Managed Volatility Portfolio UMBF ($109.52) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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