AF
UMPQ

Amalgamated Financial’s Umpqua Holdings Corp UMPQ Stock Holding History

Amalgamated Financial’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
2022
Q1 		$2.82M Buy
+149,729
New +$3.07M 0.02% 758

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Amalgamated Financial's UMPQ Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Umpqua Holdings Corp (UMPQ) in Q1 2022: 149,729 shares worth $2.82M. The stake represents 0.02% of the portfolio and ranks #758 among its holdings.

328 funds tracked by Wall St. Rank hold UMPQ as of Q1 2022.

  • Amalgamated Financial held 149,729 shares of Umpqua Holdings Corp worth $2.82M as of Q1 2022.
  • Umpqua Holdings Corp was a new Amalgamated Financial position in Q1 2022.
  • Umpqua Holdings Corp made up 0.02% of Amalgamated Financial's portfolio in Q1 2022, its #758 holding.
  • 328 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.