LVIP SSGA Small-Cap Index Fund UMBF Holdings History
LVIP SSGA Small-Cap Index Fund's UMB Financial Corp Holding Summary
As of 2025-03-31, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST held 50,197.00 shares of UMB Financial Corp(UMBF), totaling $5.07 Mil. This investment constitutes 0.29% of their stock portfolio, and LINCOLN VARIABLE INSURANCE PRODUCTS TRUST now holds 0.07% of the outstanding UMB Financial Corp(UMBF) stock.
The initial trade took place in 2019Q3. And since then LVIP SSGA Small-Cap Index Fund has made 7 purchases of UMBF, at an average price of $76.28, for a total of 74,197.00 shares. In addition, there have been 11 sales at an average price of $75.14 for 24,000.00 shares. Based on historical transaction data and UMBF's current price of $110.21, LVIP SSGA Small-Cap Index Fund's estimated gain on his UMBF holdings is $1.68 Mil, reflecting a 29.61% gain to date.
LVIP SSGA Small-Cap Index Fund UMBF ($110.21) Holding Chart
LVIP SSGA Small-Cap Index Fund UMBF ($110.21) 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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