SA U.S. Small Company Fund UMBF Holdings History
SA U.S. Small Company Fund's UMB Financial Corp Holding Summary
As of 2025-03-31, SA FUNDS INVESTMENT TRUST held 7,466.00 shares of UMB Financial Corp(UMBF), totaling $754,810.00. This investment constitutes 0.26% of their stock portfolio, and SA FUNDS INVESTMENT TRUST now holds 0.01% of the outstanding UMB Financial Corp(UMBF) stock.
The initial trade took place in 2019Q3. And since then SA U.S. Small Company Fund has made 1 purchases of UMBF, at an average price of $73.36, for a total of 13,077.00 shares. In addition, there have been 5 sales at an average price of $67.55 for 5,611.00 shares. Based on historical transaction data and UMBF's current price of $108.24, SA U.S. Small Company Fund's estimated gain on his UMBF holdings is $227,758.19, reflecting a 23.74% gain to date.
SA U.S. Small Company Fund UMBF ($108.24) Holding Chart
SA U.S. Small Company Fund UMBF ($108.24) 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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