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Umb Bank N A Buys JPMorgan Ultra-Short Income, iShares Russell 3000, Broadcom Inc, Sells Boeing Co, Truist Financial Corp, VF Corp

Investment company Umb Bank N A (Current Portfolio) buys JPMorgan Ultra-Short Income, iShares Russell 3000, Broadcom Inc, Waste Management Inc, Truist Financial Corp, sells Boeing Co, Truist Financial Corp, VF Corp, Exxon Mobil Corp, Cerner Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Umb Bank N A. As of 2020Q1, Umb Bank N A owns 319 stocks with a total value of $2.8 billion. These are the details of the buys and sells.

For the details of UMB BANK N A's stock buys and sells, go to https://www.gurufocus.com/guru/umb+bank+n+a/current-portfolio/portfolio

These are the top 5 holdings of UMB BANK N A
  1. UMB Financial Corp (UMBF) - 5,210,460 shares, 8.74% of the total portfolio. Shares reduced by 1.4%
  2. iShares Core S&P 500 (IVV) - 552,303 shares, 5.16% of the total portfolio. Shares reduced by 2.89%
  3. Apple Inc (AAPL) - 409,690 shares, 3.77% of the total portfolio. Shares reduced by 10.03%
  4. iShares Core S&P Mid-Cap (IJH) - 678,704 shares, 3.53% of the total portfolio. Shares reduced by 2.27%
  5. Microsoft Corp (MSFT) - 557,214 shares, 3.18% of the total portfolio. Shares reduced by 0.42%
New Purchase: Truist Financial Corp (TFC)

Umb Bank N A initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $36.62. The impact to a portfolio due to this purchase was 0.24%. The holding were 213,624 shares as of .

New Purchase: DocuSign Inc (DOCU)

Umb Bank N A initiated holding in DocuSign Inc. The purchase prices were between $68.68 and $92.4, with an estimated average price of $80.34. The stock is now traded at around $127.98. The impact to a portfolio due to this purchase was 0.19%. The holding were 55,803 shares as of .

New Purchase: BOK Financial Corp (BOKF)

Umb Bank N A initiated holding in BOK Financial Corp. The purchase prices were between $35.4 and $87.41, with an estimated average price of $71.15. The stock is now traded at around $51.85. The impact to a portfolio due to this purchase was 0.02%. The holding were 14,000 shares as of .

New Purchase: Watsco Inc (WSO)

Umb Bank N A initiated holding in Watsco Inc. The purchase prices were between $138.42 and $182.86, with an estimated average price of $169.17. The stock is now traded at around $170.88. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,211 shares as of .

New Purchase: Twitter Inc (TWTR)

Umb Bank N A initiated holding in Twitter Inc. The purchase prices were between $22 and $39.05, with an estimated average price of $32.44. The stock is now traded at around $34.11. The impact to a portfolio due to this purchase was 0.02%. The holding were 24,805 shares as of .

New Purchase: Watsco Inc (WSO.B)

Umb Bank N A initiated holding in Watsco Inc. The purchase prices were between $142.88 and $181.5, with an estimated average price of $171.25. The stock is now traded at around $169.34. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,125 shares as of .

Added: JPMorgan Ultra-Short Income (JPST)

Umb Bank N A added to a holding in JPMorgan Ultra-Short Income by 8442.49%. The purchase prices were between $48.93 and $50.6, with an estimated average price of $50.31. The stock is now traded at around $50.49. The impact to a portfolio due to this purchase was 1.21%. The holding were 678,359 shares as of .

Added: iShares Russell 3000 (IWV)

Umb Bank N A added to a holding in iShares Russell 3000 by 2730.92%. The purchase prices were between $127.69 and $197.12, with an estimated average price of $177.08. The stock is now traded at around $174.86. The impact to a portfolio due to this purchase was 0.76%. The holding were 147,151 shares as of .

Added: Broadcom Inc (AVGO)

Umb Bank N A added to a holding in Broadcom Inc by 6326.73%. The purchase prices were between $167.87 and $324.7, with an estimated average price of $283.21. The stock is now traded at around $285.59. The impact to a portfolio due to this purchase was 0.4%. The holding were 48,329 shares as of .

Added: Waste Management Inc (WM)

Umb Bank N A added to a holding in Waste Management Inc by 281.83%. The purchase prices were between $87.87 and $126.22, with an estimated average price of $114.94. The stock is now traded at around $102.43. The impact to a portfolio due to this purchase was 0.36%. The holding were 147,324 shares as of .

Added: Goldman Sachs Group Inc (GS)

Umb Bank N A added to a holding in Goldman Sachs Group Inc by 1223.95%. The purchase prices were between $134.97 and $249.72, with an estimated average price of $213.5. The stock is now traded at around $195.04. The impact to a portfolio due to this purchase was 0.21%. The holding were 41,678 shares as of .

Added: Fiserv Inc (FISV)

Umb Bank N A added to a holding in Fiserv Inc by 259.24%. The purchase prices were between $77 and $123.89, with an estimated average price of $111.47. The stock is now traded at around $105.16. The impact to a portfolio due to this purchase was 0.21%. The holding were 84,881 shares as of .

Sold Out: Truist Financial Corp (BBK)

Umb Bank N A sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.

Sold Out: Morgan Stanley (MSPK.PFD)

Umb Bank N A sold out a holding in Morgan Stanley. The sale prices were between $18.42 and $29.14, with an estimated average price of $27.11.

Sold Out: Simon Property Group Inc (SPG)

Umb Bank N A sold out a holding in Simon Property Group Inc. The sale prices were between $44.92 and $149.11, with an estimated average price of $120.76.

Sold Out: Heartland Financial USA Inc (HTLF)

Umb Bank N A sold out a holding in Heartland Financial USA Inc. The sale prices were between $26.35 and $51.52, with an estimated average price of $44.11.

Sold Out: DaVita Inc (DVA)

Umb Bank N A sold out a holding in DaVita Inc. The sale prices were between $64.99 and $88.5, with an estimated average price of $78.69.

Sold Out: Idacorp Inc (IDA)

Umb Bank N A sold out a holding in Idacorp Inc. The sale prices were between $74.34 and $113.18, with an estimated average price of $103.22.

Reduced: Boeing Co (BA)

Umb Bank N A reduced to a holding in Boeing Co by 54.89%. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34. The stock is now traded at around $144.77. The impact to a portfolio due to this sale was -0.65%. Umb Bank N A still held 59,317 shares as of .

Reduced: VF Corp (VFC)

Umb Bank N A reduced to a holding in VF Corp by 22.23%. The sale prices were between $45.99 and $100.23, with an estimated average price of $78.61. The stock is now traded at around $60.20. The impact to a portfolio due to this sale was -0.37%. Umb Bank N A still held 472,626 shares as of .

Reduced: Exxon Mobil Corp (XOM)

Umb Bank N A reduced to a holding in Exxon Mobil Corp by 40.65%. The sale prices were between $31.45 and $70.9, with an estimated average price of $55.73. The stock is now traded at around $46.12. The impact to a portfolio due to this sale was -0.29%. Umb Bank N A still held 221,174 shares as of .

Reduced: Cerner Corp (CERN)

Umb Bank N A reduced to a holding in Cerner Corp by 48.33%. The sale prices were between $54.7 and $80.23, with an estimated average price of $71.32. The stock is now traded at around $67.79. The impact to a portfolio due to this sale was -0.28%. Umb Bank N A still held 144,833 shares as of .

Reduced: Progressive Corp (PGR)

Umb Bank N A reduced to a holding in Progressive Corp by 92.08%. The sale prices were between $66.55 and $83.86, with an estimated average price of $77.1. The stock is now traded at around $74.69. The impact to a portfolio due to this sale was -0.26%. Umb Bank N A still held 10,899 shares as of .

Reduced: Southwest Airlines Co (LUV)

Umb Bank N A reduced to a holding in Southwest Airlines Co by 65.86%. The sale prices were between $30.86 and $58.54, with an estimated average price of $49.85. The stock is now traded at around $32.61. The impact to a portfolio due to this sale was -0.24%. Umb Bank N A still held 82,182 shares as of .



Here is the complete portfolio of UMB BANK N A. Also check out:

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4. Stocks that UMB BANK N A keeps buying

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