Fidelity Small Cap Value Index Fund UMBF Holdings History
Fidelity Small Cap Value Index Fund's UMB Financial Corp Holding Summary
As of 2025-03-31, FIDELITY SALEM STREET TRUST held 73,539.00 shares of UMB Financial Corp(UMBF), totaling $7.43 Mil. This investment constitutes 0.58% of their stock portfolio, and FIDELITY SALEM STREET TRUST now holds 0.1% of the outstanding UMB Financial Corp(UMBF) stock.
The initial trade took place in 2019Q3. And since then Fidelity Small Cap Value Index Fund has made 17 purchases of UMBF, at an average price of $92.29, for a total of 75,644.00 shares. In addition, there have been 3 sales at an average price of $69.09 for 2,105.00 shares. Based on historical transaction data and UMBF's current price of $110.35, Fidelity Small Cap Value Index Fund's estimated gain on his UMBF holdings is $1.28 Mil, reflecting a 18.33% gain to date.
Fidelity Small Cap Value Index Fund UMBF ($110.35) Holding Chart
Fidelity Small Cap Value Index 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
