Nuveen Small Cap Value Fund UMBF Holdings History
Number of Shares
43,827.00
Current Holdings Value*
$4.14 Mil
% of Portfolio
1.67%
Total Estimate Gain
$329,579.04
% of Total Estimate Gain
7.36%
Nuveen Small Cap Value Fund's UMB Financial Corp Holding Summary
As of 2025-04-30, NUVEEN INVESTMENT FUNDS INC held 43,827.00 shares of UMB Financial Corp(UMBF), totaling $4.14 Mil. This investment constitutes 1.67% of their stock portfolio, and NUVEEN INVESTMENT FUNDS INC now holds 0.06% of the outstanding UMB Financial Corp(UMBF) stock.
The initial trade took place in 2025Q2. And since then Nuveen Small Cap Value Fund has made 1 purchases of UMBF, at an average price of $102.21, for a total of 43,827.00 shares. Based on historical transaction data and UMBF's current price of $109.73, Nuveen Small Cap Value Fund's estimated gain on his UMBF holdings is $329,579.04, reflecting a 7.36% gain to date.
Nuveen Small Cap Value Fund UMBF ($109.73) Holding Chart
Nuveen Small Cap Value 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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