| Quarter | Score |
|---|---|
| 2022-Q1 | 50.5 |
| 2022-Q4 | 50.0 |
| 2023-Q1 | 49.0 |
| 2023-Q2 | 41.5 |
| 2023-Q3 | 50.1 |
| 2023-Q4 | 65.6 |
| 2024-Q1 | 49.7 |
| 2024-Q2 | 59.5 |
| 2024-Q3 | 57.6 |
| 2024-Q4 | 57.6 |
| 2025-Q1 | 58.6 |
| 2025-Q2 | 61.7 |
| 2025-Q3 | 61.5 |
| 2025-Q4 | 38.0 |
| 2026-Q1 | 61.8 |
| 2026-Q2 | 62.1 |
Active institutional exit or low consensus; avoid or liquidate
Within 3.9% of funds' estimated purchase price
1 of 18 tracked funds hold UMBF. Avg conviction: 0.0%. Net trimming. First tracked at $105.11 (current +3.9% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Citadel Advisors | 0.0% | Reduce |