Fidelity Small Cap Value Fund UMBF Holdings History
Fidelity Small Cap Value Fund's UMB Financial Corp Holding Summary
As of 2025-04-30, FIDELITY SECURITIES FUND held 733,577.00 shares of UMB Financial Corp(UMBF), totaling $69.37 Mil. This investment constitutes 1.69% of their stock portfolio, and FIDELITY SECURITIES FUND now holds 0.97% of the outstanding UMB Financial Corp(UMBF) stock.
The initial trade took place in 2025Q2. And since then Fidelity Small Cap Value Fund has made 1 purchases of UMBF, at an average price of $102.21, for a total of 733,577.00 shares. Based on historical transaction data and UMBF's current price of $110.35, Fidelity Small Cap Value Fund's estimated gain on his UMBF holdings is $5.97 Mil, reflecting a 7.96% gain to date.
Fidelity Small Cap Value Fund UMBF ($110.35) Holding Chart
Fidelity Small Cap Value Fund 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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