Penn Series Small Cap Index Fund UMBF Holdings History
Penn Series Small Cap Index Fund's UMB Financial Corp Holding Summary
As of 2025-03-31, Penn Series Small Cap Index Fund held 2,005.00 shares of UMB Financial Corp(UMBF), totaling $202,710.00. This investment constitutes 0.28% of their stock portfolio, and Penn Series Small Cap Index Fund now holds 0% of the outstanding UMB Financial Corp(UMBF) stock.
The initial trade took place in 2019Q3. And since then Penn Series Small Cap Index Fund has made 6 purchases of UMBF, at an average price of $79.07, for a total of 2,605.00 shares. In addition, there have been 6 sales at an average price of $78.06 for 600.00 shares. Based on historical transaction data and UMBF's current price of $111.53, Penn Series Small Cap Index Fund's estimated gain on his UMBF holdings is $64,467.43, reflecting a 31.30% gain to date.
Penn Series Small Cap Index Fund UMBF ($111.53) Holding Chart
Penn Series Small Cap Index Fund UMBF ($111.53) 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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