Caldwell Sutter Capital’s Umpqua Holdings Corp UMPQ Stock Holding History

Caldwell Sutter Capital’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
2023 Q1	–	Sell	-1,714	Closed	-$30.6K	–	568
2022 Q4	$30.6K	Buy	+1,714	New	+$32.3K	0.03%	204

Other funds holding UMPQ

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Caldwell Sutter Capital's UMPQ Position: Q1 2023 in Review

Caldwell Sutter Capital sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 1,714 shares — an estimated $30.6K sold.

Caldwell Sutter Capital first reported a position in UMPQ in Q4 2022 and held it in 1 quarter. The position peaked at $30.6K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Caldwell Sutter Capital reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Caldwell Sutter Capital sold 1,714 Umpqua Holdings Corp shares in Q1 2023, an estimated $30.6K.
Caldwell Sutter Capital first reported a position in Umpqua Holdings Corp in Q4 2022 and held it in 1 quarter.
Caldwell Sutter Capital's Umpqua Holdings Corp position peaked at $30.6K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Caldwell Sutter Capital's 13F filing for Q1 2023, filed 25 Apr 2023.