AIC
UMPQ

Ameritas Investment Company’s Umpqua Holdings Corp UMPQ Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-112
Closed -$1.97K – 2211
2021
Q1 		$1.97K Buy
+112
New +$1.89K ﹤0.01% 1930
2019
Q2 		– Sell
-715
Closed -$12K – 935
2019
Q1 		$12K Buy
+715
New +$12.6K ﹤0.01% 634

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Ameritas Investment Company's UMPQ Position: Q2 2021 in Review

Ameritas Investment Company sold out of Umpqua Holdings Corp (UMPQ) in Q2 2021, closing a stake of 112 shares — an estimated $1.97K sold.

Ameritas Investment Company first reported a position in UMPQ in Q1 2019 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 305 funds tracked by Wall St. Rank hold UMPQ as of Q2 2021.

  • Ameritas Investment Company reported no remaining Umpqua Holdings Corp position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 112 Umpqua Holdings Corp shares in Q2 2021, an estimated $1.97K.
  • Ameritas Investment Company first reported a position in Umpqua Holdings Corp in Q1 2019 and held it in 2 quarters.
  • Ameritas Investment Company's Umpqua Holdings Corp position peaked at $12K in Q1 2019.
  • 305 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.