Mariner’s Umpqua Holdings Corp UMPQ Stock Holding History

Mariner’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	-11,963	Closed	-$214K	–	2927
2022 Q4	$214K	Buy	11,963 +1,016	+9%	+$19.1K	﹤0.01%	2301
2022 Q3	$187K	Buy	+10,947	New	+$195K	﹤0.01%	2079
2020 Q1	–	Sell	-14,701	Closed	-$260K	–	764
2019 Q4	$260K	Sell	14,701 -74	-0.5%	-$1.23K	﹤0.01%	676
2019 Q3	$243K	Buy	14,775 +2,057	+16%	+$33.8K	﹤0.01%	662
2019 Q2	$211K	Sell	12,718 -494	-4%	-$8.35K	﹤0.01%	1028
2019 Q1	$218K	Buy	+13,212	New	+$233K	﹤0.01%	936

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

Mariner's UMPQ Position: Q1 2023 in Review

Mariner sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 11,963 shares — an estimated $214K sold.

Mariner first reported a position in UMPQ in Q1 2019 and held it in 6 quarters. The position peaked at $260K in Q4 2019. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Mariner reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Mariner sold 11,963 Umpqua Holdings Corp shares in Q1 2023, an estimated $214K.
Mariner first reported a position in Umpqua Holdings Corp in Q1 2019 and held it in 6 quarters.
Mariner's Umpqua Holdings Corp position peaked at $260K in Q4 2019.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Mariner's 13F filing for Q1 2023, filed 15 May 2023.