Current Value of Holding

$30.1 Million

Shares

290 Thousand

% of Portfolio

0.01%

Average Buy Price

$65.1

Avg closing price
Price range

43 Ken Fisher UMB Financial Trades

Ken Fisher acquired 290 Thousand UMB Financial shares worth $30.1 Million. That's 0.01% of their equity portfolio (267th largest holding). The first UMB Financial trade was made in Q2 2014. Since then Ken Fisher bought shares ten more times and sold shares on 32 occasions. The stake costed the investor $18.9 Million, netting the investor a gain of 59% so far.

Avg closing price
Price range
Increased shares by 11.3% (+29.5 Thousand shares) Q4 2024
Avg closing price $115.78
Price range $101.15 - $127.60
Sold 2.5% shares (-6.76 Thousand shares) Q3 2024
Avg closing price $97.35
Price range $81.41 - $108.86
Sold 34.3% shares (-140 Thousand shares) Q2 2024
Avg closing price $82.01
Price range $77.75 - $86.14
Sold 15.0% shares (-72.2 Thousand shares) Q1 2024
Avg closing price $81.32
Price range $78.20 - $86.99
Sold 19.2% shares (-114 Thousand shares) Q4 2023
Avg closing price $70.34
Price range $58.65 - $84.59
Increased shares by 74.4% (+253 Thousand shares) Q3 2023
Avg closing price $64.95
Price range $59.19 - $72.52
Increased shares by 2.7% (+9.06 Thousand shares) Q2 2023
Avg closing price $59.67
Price range $54.27 - $67.24
Sold 2.8% shares (-9.51 Thousand shares) Q1 2023
Avg closing price $81.27
Price range $57.72 - $91.96
Sold 1.8% shares (-6.25 Thousand shares) Q4 2022
Avg closing price $84.02
Price range $77.66 - $91.26
Sold 1.1% shares (-3.84 Thousand shares) Q3 2022
Avg closing price $90.50
Price range $84.29 - $98.81
Increased shares by 39.4% (+99.2 Thousand shares) Q2 2022
Avg closing price $90.65
Price range $82.10 - $97.61
Increased shares by 9.9% (+22.7 Thousand shares) Q1 2022
Avg closing price $102.07
Price range $95.24 - $111.41
Sold 1.3% shares (-2.96 Thousand shares) Q4 2021
Avg closing price $103.16
Price range $96.81 - $108.36
Sold 4.4% shares (-10.8 Thousand shares) Q3 2021
Avg closing price $91.22
Price range $84.93 - $98.65
Sold 5.4% shares (-13.9 Thousand shares) Q2 2021
Avg closing price $94.99
Price range $88.57 - $99.55
Sold 4.7% shares (-12.7 Thousand shares) Q1 2021
Avg closing price $82.61
Price range $68.64 - $97.05
Sold 0.5% shares (-1.41 Thousand shares) Q4 2020
Avg closing price $64.13
Price range $49.21 - $72.48
Sold 2.4% shares (-6.71 Thousand shares) Q3 2020
Avg closing price $50.48
Price range $44.09 - $55.80
Sold 3.8% shares (-10.9 Thousand shares) Q2 2020
Avg closing price $49.02
Price range $42.49 - $61.71
Increased shares by 0.1% (+285 shares) Q1 2020
Avg closing price $60.84
Price range $42.50 - $69.79

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!