FMII
UMPQ

Farmers & Merchants Investments Inc’s Umpqua Holdings Corp UMPQ Stock Holding History

Farmers & Merchants Investments Inc’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
-94
Closed -$1.68K – 1811
2022
Q4 		$1.68K Hold
94
– – ﹤0.01% 1163
2022
Q3 		$2K Buy
+94
New +$1.67K ﹤0.01% 1126
2016
Q2 		– Sell
-1,255
Closed -$20K – 753
2016
Q1 		$20K Hold
1,255
– – ﹤0.01% 364
2015
Q4 		$20K Hold
1,255
– – ﹤0.01% 377
2015
Q3 		$20K Hold
1,255
– – ﹤0.01% 376
2015
Q2 		$23K Hold
1,255
– – ﹤0.01% 374
2015
Q1 		$22K Buy
+1,255
New +$20.7K ﹤0.01% 386

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

Farmers & Merchants Investments Inc's UMPQ Position: Q1 2023 in Review

Farmers & Merchants Investments Inc sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 94 shares — an estimated $1.68K sold.

Farmers & Merchants Investments Inc first reported a position in UMPQ in Q1 2015 and held it in 7 quarters. The position peaked at $23K in Q2 2015. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

  • Farmers & Merchants Investments Inc reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 94 Umpqua Holdings Corp shares in Q1 2023, an estimated $1.68K.
  • Farmers & Merchants Investments Inc first reported a position in Umpqua Holdings Corp in Q1 2015 and held it in 7 quarters.
  • Farmers & Merchants Investments Inc's Umpqua Holdings Corp position peaked at $23K in Q2 2015.
  • 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2023, filed 12 May 2023.