CI
UMPQ

Cambiar Investors’s Umpqua Holdings Corp UMPQ Stock Holding History

Cambiar Investors’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
2020
Q1 		– Sell
-133,376
Closed -$2.36M – 186
2019
Q4 		$2.36M Sell
133,376
-7,413
-5% -$123K 0.08% 110
2019
Q3 		$2.32M Sell
140,789
-9,193
-6% -$151K 0.07% 118
2019
Q2 		$2.49M Sell
149,982
-28,066
-16% -$475K 0.06% 125
2019
Q1 		$2.94M Sell
178,048
-278,304
-61% -$4.9M 0.07% 125
2018
Q4 		$7.26M Sell
456,352
-9,501
-2% -$179K 0.16% 60
2018
Q3 		$9.69M Buy
465,853
+64,004
+16% +$1.4M 0.18% 59
2018
Q2 		$9.08M Sell
401,849
-137,748
-26% -$3.22M 0.15% 61
2018
Q1 		$11.6M Sell
539,597
-158,837
-23% -$3.47M 0.18% 57
2017
Q4 		$14.5M Sell
698,434
-201,535
-22% -$4.16M 0.23% 57
2017
Q3 		$17.6M Sell
899,969
-248,249
-22% -$4.52M 0.28% 58
2017
Q2 		$21.1M Sell
1,148,218
-209,721
-15% -$3.72M 0.33% 57
2017
Q1 		$24.1M Sell
1,357,939
-209,805
-13% -$3.86M 0.4% 57
2016
Q4 		$29.4M Sell
1,567,744
-182,255
-10% -$3.1M 0.5% 52
2016
Q3 		$26.3M Sell
1,749,999
-353,119
-17% -$5.5M 0.38% 62
2016
Q2 		$32.5M Sell
2,103,118
-159,122
-7% -$2.48M 0.46% 58
2016
Q1 		$35.9M Sell
2,262,240
-20,702
-0.9% -$312K 0.51% 60
2015
Q4 		$36.3M Sell
2,282,942
-105,486
-4% -$1.78M 0.52% 62
2015
Q3 		$38.9M Buy
2,388,428
+30,885
+1% +$531K 0.57% 64
2015
Q2 		$42.4M Sell
2,357,543
-304,682
-11% -$5.38M 0.6% 68
2015
Q1 		$45.7M Buy
2,662,225
+20,584
+0.8% +$340K 0.66% 58
2014
Q4 		$44.9M Buy
2,641,641
+30,079
+1% +$509K 0.68% 59
2014
Q3 		$43M Buy
2,611,562
+67,564
+3% +$1.16M 0.62% 63
2014
Q2 		$45.6M Buy
2,543,998
+93,973
+4% +$1.63M 0.64% 65
2014
Q1 		$45.7M Sell
2,450,025
-79,928
-3% -$1.45M 0.68% 47
2013
Q4 		$48.4M Buy
2,529,953
+34,607
+1% +$606K 0.71% 40
2013
Q3 		$40.5M Sell
2,495,346
-235,955
-9% -$3.89M 0.66% 66
2013
Q2 		$41M Buy
+2,731,301
New +$36.1M 0.66% 48

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambiar Investors's UMPQ Position: Q1 2020 in Review

Cambiar Investors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2020, closing a stake of 133,376 shares — an estimated $2.36M sold.

Cambiar Investors first reported a position in UMPQ in Q2 2013 and held it in 27 quarters. The position peaked at $48.4M in Q4 2013. 308 funds tracked by Wall St. Rank hold UMPQ as of Q1 2020.

  • Cambiar Investors reported no remaining Umpqua Holdings Corp position as of Q1 2020 after selling out during the quarter.
  • Cambiar Investors sold 133,376 Umpqua Holdings Corp shares in Q1 2020, an estimated $2.36M.
  • Cambiar Investors first reported a position in Umpqua Holdings Corp in Q2 2013 and held it in 27 quarters.
  • Cambiar Investors's Umpqua Holdings Corp position peaked at $48.4M in Q4 2013.
  • 308 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2020.

Based on Cambiar Investors's 13F filing for Q1 2020, filed 30 Apr 2020.