Crystalline Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Crystalline Management’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	-537,306	Closed	-$9.59M	–	136
2022 Q4	$9.59M	Buy	+537,306	New	+$10.1M	4.82%	1

Other funds holding UMPQ

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

FCA

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

Crystalline Management's UMPQ Position: Q1 2023 in Review

Crystalline Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 537,306 shares — an estimated $9.59M sold.

Crystalline Management first reported a position in UMPQ in Q4 2022 and held it in 1 quarter. The position peaked at $9.59M in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Crystalline Management reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Crystalline Management sold 537,306 Umpqua Holdings Corp shares in Q1 2023, an estimated $9.59M.
Crystalline Management first reported a position in Umpqua Holdings Corp in Q4 2022 and held it in 1 quarter.
Crystalline Management's Umpqua Holdings Corp position peaked at $9.59M in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Crystalline Management's 13F filing for Q1 2023, filed 9 May 2023.