Disciplined Investments’s Umpqua Holdings Corp UMPQ Stock Holding History

Disciplined Investments’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	-45	Closed	-$803	–	1718
2022 Q4	$803	Buy	45 +1	+2%	+$19	﹤0.01%	994
2022 Q3	$1K	Sell	44 -11	-20%	-$195	﹤0.01%	1178
2022 Q2	$1K	Buy	55 +8	+17%	+$139	﹤0.01%	1205
2022 Q1	$1K	Buy	+47	New	+$963	﹤0.01%	1292

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

Disciplined Investments's UMPQ Position: Q1 2023 in Review

Disciplined Investments sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 45 shares — an estimated $803 sold.

Disciplined Investments first reported a position in UMPQ in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Disciplined Investments reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Disciplined Investments sold 45 Umpqua Holdings Corp shares in Q1 2023, an estimated $803.
Disciplined Investments first reported a position in Umpqua Holdings Corp in Q1 2022 and held it in 4 quarters.
Disciplined Investments's Umpqua Holdings Corp position peaked at $1K in Q3 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Disciplined Investments's 13F filing for Q1 2023, filed 10 May 2023.