CVT Russell 2000 Small Cap Index Portfolio UMBF Holdings History
CVT Russell 2000 Small Cap Index Portfolio's UMB Financial Corp Holding Summary
As of 2025-03-31, CVT Russell 2000 Small Cap Index Portfolio held 6,897.00 shares of UMB Financial Corp(UMBF), totaling $697,290.00. This investment constitutes 0.28% of their stock portfolio, and CVT Russell 2000 Small Cap Index Portfolio now holds 0.01% of the outstanding UMB Financial Corp(UMBF) stock.
The initial trade took place in 2019Q3. And since then CVT Russell 2000 Small Cap Index Portfolio has made 7 purchases of UMBF, at an average price of $80.41, for a total of 7,641.00 shares. In addition, there have been 5 sales at an average price of $82.46 for 744.00 shares. Based on historical transaction data and UMBF's current price of $110.35, CVT Russell 2000 Small Cap Index Portfolio's estimated gain on his UMBF holdings is $207,988.81, reflecting a 33.85% gain to date.
CVT Russell 2000 Small Cap Index Portfolio UMBF ($110.35) Holding Chart
CVT Russell 2000 Small Cap Index Portfolio UMBF ($110.35) 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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