Number of Shares
12,125.00
Current Holdings Value*
$1.23 Mil
% of Portfolio
0.29%
Total Estimate Gain
$343,214.99
% of Total Estimate Gain
27.46%

NVIT Small Cap Index Fund's UMB Financial Corp Holding Summary

As of 2025-03-31, NATIONWIDE VARIABLE INSURANCE TRUST held 12,125.00 shares of UMB Financial Corp(UMBF), totaling $1.23 Mil. This investment constitutes 0.29% of their stock portfolio, and NATIONWIDE VARIABLE INSURANCE TRUST now holds 0.02% of the outstanding UMB Financial Corp(UMBF) stock.

The initial trade took place in 2019Q3. And since then NVIT Small Cap Index Fund has made 14 purchases of UMBF, at an average price of $82.23, for a total of 15,199.00 shares. In addition, there have been 7 sales at an average price of $83.52 for 3,074.00 shares. Based on historical transaction data and UMBF's current price of $110.21, NVIT Small Cap Index Fund's estimated gain on his UMBF holdings is $343,214.99, reflecting a 27.46% gain to date.

NVIT Small Cap Index Fund UMBF ($110.21) Holding Chart

NVIT 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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