Acrisure Capital Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Acrisure Capital Management’s Portfolio UMPQ Stock Details UMPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-17,634	Closed	-$315K	–	404
2022 Q4	$315K	Buy	+17,634	New	+$332K	0.35%	109

Other funds holding UMPQ

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Acrisure Capital Management's UMPQ Position: Q1 2023 in Review

Acrisure Capital Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 17,634 shares — an estimated $315K sold.

Acrisure Capital Management first reported a position in UMPQ in Q4 2022 and held it in 1 quarter. The position peaked at $315K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Acrisure Capital Management reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Acrisure Capital Management sold 17,634 Umpqua Holdings Corp shares in Q1 2023, an estimated $315K.
Acrisure Capital Management first reported a position in Umpqua Holdings Corp in Q4 2022 and held it in 1 quarter.
Acrisure Capital Management's Umpqua Holdings Corp position peaked at $315K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Acrisure Capital Management's 13F filing for Q1 2023, filed 15 May 2023.