Number of Shares
217,163.00
Current Holdings Value*
$20.54 Mil
% of Portfolio
0.68%
Total Estimate Gain
$6.52 Mil
% of Total Estimate Gain
37.61%

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

As of 2025-04-30, Nuveen Quant Small Cap Equity Fund held 217,163.00 shares of UMB Financial Corp(UMBF), totaling $20.54 Mil. This investment constitutes 0.68% of their stock portfolio, and Nuveen Quant Small Cap Equity Fund now holds 0.29% of the outstanding UMB Financial Corp(UMBF) stock.

The initial trade took place in 2023Q2. And since then Nuveen Quant Small Cap Equity Fund has made 6 purchases of UMBF, at an average price of $79.66, for a total of 217,693.00 shares. In addition, there have been 1 sales at an average price of $61.84 for 530.00 shares. Based on historical transaction data and UMBF's current price of $109.73, Nuveen Quant Small Cap Equity Fund's estimated gain on his UMBF holdings is $6.52 Mil, reflecting a 37.61% gain to date.

Nuveen Quant Small Cap Equity Fund UMBF ($109.73) Holding Chart

Nuveen Quant Small Cap Equity Fund UMBF ($109.73) 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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