Current Value of Holding

$5.59 Million

Shares

54 Thousand

% of Portfolio

0.01%

Average Buy Price

$84.4

Avg closing price
Price range

41 Jim Simons UMB Financial Trades

Jim Simons's position in UMB Financial is currently worth $5.59 Million. That's 0.01% of their equity portfolio (1241st largest holding). The first UMB Financial trade was made in Q2 2014. Since then Jim Simons bought shares eighteen more times and sold shares on 22 occasions. The stake costed the investor $4.56 Million, netting the investor a gain of 23% so far.

Avg closing price
Price range
Sold 56.6% shares (-70.4 Thousand shares) Q4 2024
Avg closing price $115.78
Price range $101.15 - $127.60
Sold 27.6% shares (-47.4 Thousand shares) Q3 2024
Avg closing price $97.35
Price range $81.41 - $108.86
Increased shares by 113.9% (+91.5 Thousand shares) Q2 2024
Avg closing price $82.01
Price range $77.75 - $86.14
Increased shares by 604.4% (+68.9 Thousand shares) Q1 2024
Avg closing price $81.32
Price range $78.20 - $86.99
Sold 91.2% shares (-118 Thousand shares) Q4 2023
Avg closing price $70.34
Price range $58.65 - $84.59
Increased shares by 22.7% (+23.9 Thousand shares) Q3 2023
Avg closing price $64.95
Price range $59.19 - $72.52
Sold 25.7% shares (-36.3 Thousand shares) Q2 2023
Avg closing price $59.67
Price range $54.27 - $67.24
Increased shares by 0.6% (+900 shares) Q1 2023
Avg closing price $81.27
Price range $57.72 - $91.96
Sold 3.2% shares (-4.7 Thousand shares) Q4 2022
Avg closing price $84.02
Price range $77.66 - $91.26
Increased shares by 25.6% (+29.6 Thousand shares) Q3 2022
Avg closing price $90.50
Price range $84.29 - $98.81
New holding (+116 Thousand shares) Q2 2022
Avg closing price $90.65
Price range $82.10 - $97.61
Sold -27.8 Thousand shares Q4 2021
Avg closing price $103.16
Price range $96.81 - $108.36
New holding (+27.8 Thousand shares) Q3 2021
Avg closing price $91.22
Price range $84.93 - $98.65
Sold -5.2 Thousand shares Q1 2021
Avg closing price $82.61
Price range $68.64 - $97.05
Sold 89.9% shares (-46.2 Thousand shares) Q4 2020
Avg closing price $64.13
Price range $49.21 - $72.48
Sold 72.3% shares (-134 Thousand shares) Q3 2020
Avg closing price $50.48
Price range $44.09 - $55.80
Sold 19.5% shares (-45 Thousand shares) Q2 2020
Avg closing price $49.02
Price range $42.49 - $61.71
Sold 0.1% shares (-300 shares) Q1 2020
Avg closing price $60.84
Price range $42.50 - $69.79
Increased shares by 17.3% (+34 Thousand shares) Q4 2019
Avg closing price $66.36
Price range $62.25 - $69.87
Increased shares by 60.1% (+73.9 Thousand shares) Q3 2019
Avg closing price $64.62
Price range $60.68 - $68.26

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