Mariner Independent Advisor Network’s Umpqua Holdings Corp UMPQ Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$290K	Buy	16,955 +2,081	+14%	+$37K	0.01%	527
2022 Q2	$251K	Buy	+14,874	New	+$258K	0.01%	533
2021 Q3	–	Sell	-10,591	Closed	-$195K	–	537
2021 Q2	$195K	Buy	+10,591	New	+$197K	0.01%	481
2020 Q1	–	Sell	-13,821	Closed	-$251K	–	408
2019 Q4	$251K	Buy	+13,821	New	+$229K	0.02%	354

Other funds holding UMPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mariner Independent Advisor Network's UMPQ Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Umpqua Holdings Corp (UMPQ) stake by 14% in Q3 2022, buying an estimated $37K and bringing the position to 16,955 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #527.

Mariner Independent Advisor Network first reported a position in UMPQ in Q4 2019 and has held it in 4 quarters since. 332 funds tracked by Wall St. Rank hold UMPQ as of Q3 2022.

Mariner Independent Advisor Network held 16,955 shares of Umpqua Holdings Corp worth $290K as of Q3 2022.
Mariner Independent Advisor Network bought 2,081 Umpqua Holdings Corp shares in Q3 2022, an estimated $37K.
Umpqua Holdings Corp made up 0.01% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #527 holding.
Mariner Independent Advisor Network first reported a position in Umpqua Holdings Corp in Q4 2019 and has held it in 4 quarters since.
332 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.