MFC
UMPQ

Mechanics Financial Corp’s Umpqua Holdings Corp UMPQ Stock Holding History

Mechanics Financial Corp’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
-300
Closed -$5K – 218
2022
Q4 		$5K Hold
300
– – ﹤0.01% 194
2022
Q3 		$5K Hold
300
– – ﹤0.01% 199
2022
Q2 		$5K Hold
300
– – ﹤0.01% 206
2022
Q1 		$6K Hold
300
– – ﹤0.01% 199
2021
Q4 		$6K Buy
+300
New +$6.06K ﹤0.01% 201

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

Mechanics Financial Corp's UMPQ Position: Q1 2023 in Review

Mechanics Financial Corp sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 300 shares — an estimated $5K sold.

Mechanics Financial Corp first reported a position in UMPQ in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

  • Mechanics Financial Corp reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
  • Mechanics Financial Corp sold 300 Umpqua Holdings Corp shares in Q1 2023, an estimated $5K.
  • Mechanics Financial Corp first reported a position in Umpqua Holdings Corp in Q4 2021 and held it in 5 quarters.
  • Mechanics Financial Corp's Umpqua Holdings Corp position peaked at $6K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Mechanics Financial Corp's 13F filing for Q1 2023, filed 5 May 2023.