Penn Series Small Cap Value Fund UMBF Holdings History
Penn Series Small Cap Value Fund's UMB Financial Corp Holding Summary
As of 2025-03-31, Penn Series Small Cap Value Fund held 19,684.00 shares of UMB Financial Corp(UMBF), totaling $1.99 Mil. This investment constitutes 1.5% of their stock portfolio, and Penn Series Small Cap Value Fund now holds 0.03% of the outstanding UMB Financial Corp(UMBF) stock.
The initial trade took place in 2024Q4. And since then Penn Series Small Cap Value Fund has made 2 purchases of UMBF, at an average price of $115.13, for a total of 19,684.00 shares. Based on historical transaction data and UMBF's current price of $109.73, Penn Series Small Cap Value Fund's estimated gain on his UMBF holdings is $-106,318.15, reflecting a -4.69% gain to date.
Penn Series Small Cap Value Fund UMBF ($109.73) Holding Chart
Penn Series 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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