Cambridge Trust’s Umpqua Holdings Corp UMPQ Stock Holding History

Cambridge Trust’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
2022 Q1	–	Sell	-20	Closed	–	–	1225
2021 Q4	$0	Buy	+20	New	+$404	﹤0.01%	1159

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ACM

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

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

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

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Cambridge Trust's UMPQ Position: Q1 2022 in Review

Cambridge Trust sold out of Umpqua Holdings Corp (UMPQ) in Q1 2022, closing a stake of 20 shares.

Cambridge Trust first reported a position in UMPQ in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 328 funds tracked by Wall St. Rank hold UMPQ as of Q1 2022.

Cambridge Trust reported no remaining Umpqua Holdings Corp position as of Q1 2022 after selling out during the quarter.
Cambridge Trust sold 20 Umpqua Holdings Corp shares in Q1 2022.
Cambridge Trust first reported a position in Umpqua Holdings Corp in Q4 2021 and held it in 1 quarter.
Cambridge Trust's Umpqua Holdings Corp position peaked at $0 in Q4 2021.
328 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2022.

Based on Cambridge Trust's 13F filing for Q1 2022, filed 12 May 2022.