KBC Group’s Umpqua Holdings Corp UMPQ Stock Holding History

KBC Group’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	-27,615	Closed	-$493K	–	1544
2022 Q4	$493K	Buy	27,615 +24,913	+922%	+$469K	﹤0.01%	765
2022 Q3	$46K	Hold	2,702	–	–	﹤0.01%	1417
2022 Q2	$45K	Sell	2,702 -32,356	-92%	-$561K	﹤0.01%	1437
2022 Q1	$661K	Sell	35,058 -621	-2%	-$12.7K	﹤0.01%	762
2021 Q4	$686K	Hold	35,679	–	–	﹤0.01%	790
2021 Q3	$722K	Sell	35,679 -37,687	-51%	-$722K	﹤0.01%	804
2021 Q2	$1.35M	Buy	73,366 +14,452	+25%	+$269K	﹤0.01%	817
2021 Q1	$1.03M	Buy	+58,914	New	+$996K	﹤0.01%	864
2014 Q2	–	Sell	-8,638	Closed	-$161K	–	1364
2014 Q1	$161K	Hold	8,638	–	–	﹤0.01%	1030
2013 Q4	$165K	Buy	8,638 +3,193	+59%	+$55.9K	﹤0.01%	1049
2013 Q3	$88K	Sell	5,445 -7,469	-58%	-$123K	﹤0.01%	1099
2013 Q2	$194K	Buy	+12,914	New	+$171K	﹤0.01%	986

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

KBC Group's UMPQ Position: Q1 2023 in Review

KBC Group sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 27,615 shares — an estimated $493K sold.

KBC Group first reported a position in UMPQ in Q2 2013 and held it in 12 quarters. The position peaked at $1.35M in Q2 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

KBC Group reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
KBC Group sold 27,615 Umpqua Holdings Corp shares in Q1 2023, an estimated $493K.
KBC Group first reported a position in Umpqua Holdings Corp in Q2 2013 and held it in 12 quarters.
KBC Group's Umpqua Holdings Corp position peaked at $1.35M in Q2 2021.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on KBC Group's 13F filing for Q1 2023, filed 4 May 2023.