Number of Shares
4,332.00
Current Holdings Value*
$437,970.00
% of Portfolio
0.71%
Total Estimate Gain
$102,674.43
% of Total Estimate Gain
26.38%

Nuveen Life Small Cap Equity Fund's UMB Financial Corp Holding Summary

As of 2025-03-31, Nuveen Life Small Cap Equity Fund held 4,332.00 shares of UMB Financial Corp(UMBF), totaling $437,970.00. This investment constitutes 0.71% of their stock portfolio, and Nuveen Life Small Cap Equity Fund now holds 0.01% of the outstanding UMB Financial Corp(UMBF) stock.

The initial trade took place in 2023Q1. And since then Nuveen Life Small Cap Equity Fund has made 4 purchases of UMBF, at an average price of $84.70, for a total of 4,595.00 shares. In addition, there have been 4 sales at an average price of $84.94 for 263.00 shares. Based on historical transaction data and UMBF's current price of $108.39, Nuveen Life Small Cap Equity Fund's estimated gain on his UMBF holdings is $102,674.43, reflecting a 26.38% gain to date.

Nuveen Life Small Cap Equity Fund UMBF ($108.39) Holding Chart

Nuveen Life Small Cap Equity Fund UMBF ($108.39) 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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