Sterling Capital Behavioral Small Cap Value Fund UMBF Holdings History
Sterling Capital Behavioral Small Cap Value Fund's UMB Financial Corp Holding Summary
As of 2025-03-31, Sterling Capital Behavioral Small Cap Value Fund held 6,560.00 shares of UMB Financial Corp(UMBF), totaling $663,220.00. This investment constitutes 0.74% of their stock portfolio, and Sterling Capital Behavioral Small Cap Value Fund now holds 0.01% of the outstanding UMB Financial Corp(UMBF) stock.
The initial trade took place in 2021Q2. And since then Sterling Capital Behavioral Small Cap Value Fund has made 4 purchases of UMBF, at an average price of $89.34, for a total of 26,895.00 shares. In addition, there have been 4 sales at an average price of $76.89 for 20,335.00 shares. Based on historical transaction data and UMBF's current price of $108.96, Sterling Capital Behavioral Small Cap Value Fund's estimated gain on his UMBF holdings is $-124,381.55, reflecting a -5.18% gain to date.
Sterling Capital Behavioral Small Cap Value Fund UMBF ($108.96) Holding Chart
Sterling Capital Behavioral Small Cap Value Fund UMBF ($108.96) 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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