AIM
UMPQ

Aigen Investment Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Aigen Investment 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
2020
Q2 		– Sell
-9,983
Closed -$109K – 1393
2020
Q1 		$109K Buy
9,983
+9,981
+499,050% +$155K 0.01% 846
2019
Q4 		$0 Buy
+2
New +$33 ﹤0.01% 1165

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aigen Investment Management's UMPQ Position: Q2 2020 in Review

Aigen Investment Management sold out of Umpqua Holdings Corp (UMPQ) in Q2 2020, closing a stake of 9,983 shares — an estimated $109K sold.

Aigen Investment Management first reported a position in UMPQ in Q4 2019 and held it in 2 quarters. The position peaked at $109K in Q1 2020. 298 funds tracked by Wall St. Rank hold UMPQ as of Q2 2020.

  • Aigen Investment Management reported no remaining Umpqua Holdings Corp position as of Q2 2020 after selling out during the quarter.
  • Aigen Investment Management sold 9,983 Umpqua Holdings Corp shares in Q2 2020, an estimated $109K.
  • Aigen Investment Management first reported a position in Umpqua Holdings Corp in Q4 2019 and held it in 2 quarters.
  • Aigen Investment Management's Umpqua Holdings Corp position peaked at $109K in Q1 2020.
  • 298 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2020.

Based on Aigen Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.