Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$62.4

Avg closing price
Price range

12 Chuck Royce UMB Financial Trades

The first UMB Financial trade was made in Q3 2020. Since then Chuck Royce bought shares two more times and sold shares on nine occasions. The investor completely sold their stake between Q3 2021 and Q2 2023.

Avg closing price
Price range
Sold -104 Thousand shares Q2 2023
Avg closing price $59.67
Price range $54.27 - $67.24
Sold 6.1% shares (-6.8 Thousand shares) Q1 2023
Avg closing price $81.27
Price range $57.72 - $91.96
Sold 0.0% shares (-25 shares) Q4 2022
Avg closing price $84.02
Price range $77.66 - $91.26
Sold 0.0% shares (-5 shares) Q3 2022
Avg closing price $90.50
Price range $84.29 - $98.81
Sold 1.9% shares (-2.19 Thousand shares) Q2 2022
Avg closing price $90.65
Price range $82.10 - $97.61
Sold 16.2% shares (-21.9 Thousand shares) Q1 2022
Avg closing price $102.07
Price range $95.24 - $111.41
Sold 7.7% shares (-11.3 Thousand shares) Q4 2021
Avg closing price $103.16
Price range $96.81 - $108.36
Sold 0.3% shares (-453 shares) Q3 2021
Avg closing price $91.22
Price range $84.93 - $98.65
Increased shares by 0.7% (+950 shares) Q2 2021
Avg closing price $94.99
Price range $88.57 - $99.55
Increased shares by 60.0% (+54.6 Thousand shares) Q1 2021
Avg closing price $82.61
Price range $68.64 - $97.05
Sold 4.6% shares (-4.39 Thousand shares) Q4 2020
Avg closing price $64.13
Price range $49.21 - $72.48
New holding (+95.3 Thousand shares) Q3 2020
Avg closing price $50.48
Price range $44.09 - $55.80

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