LC
UMPQ

Lindbrook Capital’s Umpqua Holdings Corp UMPQ Stock Holding History

Lindbrook Capital’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
-770
Closed -$13.7K – 2966
2022
Q4 		$13.7K Buy
770
+623
+424% +$11.7K ﹤0.01% 1271
2022
Q3 		$3K Sell
147
-58
-28% -$1.03K ﹤0.01% 1963
2022
Q2 		$3K Buy
205
+59
+40% +$1.02K ﹤0.01% 1881
2022
Q1 		$3K Buy
146
+31
+27% +$635 ﹤0.01% 1916
2021
Q4 		$2K Hold
115
– – ﹤0.01% 1853
2021
Q3 		$2K Buy
115
+21
+22% +$402 ﹤0.01% 1651
2021
Q2 		$2K Hold
94
– – ﹤0.01% 1679
2021
Q1 		$2K Hold
94
– – ﹤0.01% 1640
2020
Q4 		$1K Hold
94
– – ﹤0.01% 1738
2020
Q3 		$1K Sell
94
-633
-87% -$6.99K ﹤0.01% 1700
2020
Q2 		$8K Buy
727
+453
+165% +$5.07K ﹤0.01% 932
2020
Q1 		$3K Sell
274
-109
-28% -$1.7K ﹤0.01% 1241
2019
Q4 		$7K Hold
383
– – ﹤0.01% 1037
2019
Q3 		$6K Hold
383
– – ﹤0.01% 1049
2019
Q2 		$6K Hold
383
– – ﹤0.01% 1034
2019
Q1 		$6K Hold
383
– – ﹤0.01% 1055
2018
Q4 		$6K Buy
+383
New +$7.2K ﹤0.01% 993

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

Lindbrook Capital's UMPQ Position: Q1 2023 in Review

Lindbrook Capital sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 770 shares — an estimated $13.7K sold.

Lindbrook Capital first reported a position in UMPQ in Q4 2018 and held it in 17 quarters. The position peaked at $13.7K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

  • Lindbrook Capital reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
  • Lindbrook Capital sold 770 Umpqua Holdings Corp shares in Q1 2023, an estimated $13.7K.
  • Lindbrook Capital first reported a position in Umpqua Holdings Corp in Q4 2018 and held it in 17 quarters.
  • Lindbrook Capital's Umpqua Holdings Corp position peaked at $13.7K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Lindbrook Capital's 13F filing for Q1 2023, filed 26 Apr 2023.