Brown Advisory’s Umpqua Holdings Corp UMPQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-25,009
Closed -$481K 1287
2021
Q4
$481K Buy
+25,009
New +$505K ﹤0.01% 885
2018
Q4
Sell
-10,452
Closed -$217K 1362
2018
Q3
$217K Buy
+10,452
New +$228K ﹤0.01% 1240

Other funds holding UMPQ

Brown Advisory's UMPQ Position: Q1 2022 in Review

Brown Advisory sold out of Umpqua Holdings Corp (UMPQ) in Q1 2022, closing a stake of 25,009 shares — an estimated $481K sold.

Brown Advisory first reported a position in UMPQ in Q3 2018 and held it in 2 quarters. The position peaked at $481K in Q4 2021. 328 funds tracked by Wall St. Rank hold UMPQ as of Q1 2022.

  • Brown Advisory reported no remaining Umpqua Holdings Corp position as of Q1 2022 after selling out during the quarter.
  • Brown Advisory sold 25,009 Umpqua Holdings Corp shares in Q1 2022, an estimated $481K.
  • Brown Advisory first reported a position in Umpqua Holdings Corp in Q3 2018 and held it in 2 quarters.
  • Brown Advisory's Umpqua Holdings Corp position peaked at $481K in Q4 2021.
  • 328 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2022.

Based on Brown Advisory's 13F filing for Q1 2022, filed 9 May 2022.