Berman Capital Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Berman Capital Advisors’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 Q3	$19K	Buy	975 +1	+0.1%	+$19	﹤0.01%	1005
2021 Q2	$17K	Buy	974 +1	+0.1%	+$19	﹤0.01%	980
2021 Q1	$17K	Hold	973	–	–	﹤0.01%	855
2020 Q4	$14K	Buy	973 +1	+0.1%	+$14	﹤0.01%	804
2020 Q3	$10K	Buy	972 +463	+91%	+$5.11K	﹤0.01%	813
2020 Q2	$5K	Buy	509 +209	+70%	+$2.34K	﹤0.01%	1013
2020 Q1	$3K	Sell	300 -209	-41%	-$3.25K	﹤0.01%	1082
2019 Q4	$9K	Hold	509	–	–	﹤0.01%	804
2019 Q3	$8K	Hold	509	–	–	﹤0.01%	810
2019 Q2	$8K	Sell	509 -114	-18%	-$1.93K	﹤0.01%	838
2019 Q1	$10K	Buy	623 +114	+22%	+$2.01K	﹤0.01%	670
2018 Q4	$8K	Buy	+509	New	+$9.57K	﹤0.01%	576

Other funds holding UMPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's UMPQ Position: Q3 2021 in Review

Berman Capital Advisors increased its Umpqua Holdings Corp (UMPQ) stake by 0.1% in Q3 2021, buying an estimated $19 and bringing the position to 975 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Berman Capital Advisors first reported a position in UMPQ in Q4 2018 and has held it in 12 quarters since. 308 funds tracked by Wall St. Rank hold UMPQ as of Q3 2021.

Berman Capital Advisors held 975 shares of Umpqua Holdings Corp worth $19K as of Q3 2021.
Berman Capital Advisors bought 1 Umpqua Holdings Corp share in Q3 2021, an estimated $19.
Umpqua Holdings Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1005 holding.
Berman Capital Advisors first reported a position in Umpqua Holdings Corp in Q4 2018 and has held it in 12 quarters since.
308 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.