Disciplined U.S. Small Cap Equity Portfolio UMBF Holdings History
Disciplined U.S. Small Cap Equity Portfolio's UMB Financial Corp Holding Summary
As of 2025-04-30, Disciplined U.S. Small Cap Equity Portfolio held - shares of UMB Financial Corp(UMBF), totaling N/A. This investment constitutes 0% of their stock portfolio, and Disciplined U.S. Small Cap Equity Portfolio now holds 0% of the outstanding UMB Financial Corp(UMBF) stock.
The initial trade took place in 2023Q3. In addition, there have been 1 sales at an average price of $102.21 for 206.00 shares. Based on historical transaction data and UMBF's current price of $109.73, Disciplined U.S. Small Cap Equity Portfolio's estimated gain on his UMBF holdings is $8,316.22, reflecting a 65.28% gain to date.
Disciplined U.S. Small Cap Equity Portfolio UMBF ($109.73) Holding Chart
Disciplined U.S. Small Cap Equity Portfolio UMBF ($109.73) 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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