McIlrath & Eck’s Umpqua Holdings Corp UMPQ Stock Holding History

McIlrath & Eck’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	-23	Closed	-$411	–	976
2022 Q4	$411	Hold	23	–	–	﹤0.01%	836
2022 Q3	$0	Hold	23	–	–	﹤0.01%	916
2022 Q2	$0	Hold	23	–	–	﹤0.01%	892
2022 Q1	$0	Hold	23	–	–	﹤0.01%	854
2021 Q4	$0	Hold	23	–	–	﹤0.01%	856
2021 Q3	$0	Hold	23	–	–	﹤0.01%	849
2021 Q2	$0	Hold	23	–	–	﹤0.01%	845
2021 Q1	$0	Buy	+23	New	+$389	﹤0.01%	797

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

McIlrath & Eck's UMPQ Position: Q1 2023 in Review

McIlrath & Eck sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 23 shares — an estimated $411 sold.

McIlrath & Eck first reported a position in UMPQ in Q1 2021 and held it in 8 quarters. The position peaked at $411 in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

McIlrath & Eck reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
McIlrath & Eck sold 23 Umpqua Holdings Corp shares in Q1 2023, an estimated $411.
McIlrath & Eck first reported a position in Umpqua Holdings Corp in Q1 2021 and held it in 8 quarters.
McIlrath & Eck's Umpqua Holdings Corp position peaked at $411 in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on McIlrath & Eck's 13F filing for Q1 2023, filed 9 May 2023.