Matthew Hamilton Rosenberg’s Umpqua Holdings Corp UMPQ Stock Holding History

Matthew Hamilton Rosenberg’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	-2,750	Closed	-$49.1K	–	948
2022 Q4	$49.1K	Hold	2,750	–	–	0.02%	460
2022 Q3	$47K	Hold	2,750	–	–	0.02%	457
2022 Q2	$48K	Buy	+2,750	New	+$47.7K	0.02%	471

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

Matthew Hamilton Rosenberg's UMPQ Position: Q1 2023 in Review

Matthew Hamilton Rosenberg sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 2,750 shares — an estimated $49.1K sold.

Matthew Hamilton Rosenberg first reported a position in UMPQ in Q2 2022 and held it in 3 quarters. The position peaked at $49.1K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Matthew Hamilton Rosenberg reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 2,750 Umpqua Holdings Corp shares in Q1 2023, an estimated $49.1K.
Matthew Hamilton Rosenberg first reported a position in Umpqua Holdings Corp in Q2 2022 and held it in 3 quarters.
Matthew Hamilton Rosenberg's Umpqua Holdings Corp position peaked at $49.1K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2023, filed 17 Apr 2023.