Mercer Global Advisors
UMPQ

Mercer Global Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Mercer Global Advisors’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 		– Sell
-12,530
Closed -$210K – 1940
2022
Q2 		$210K Buy
+12,530
New +$217K ﹤0.01% 1615
2020
Q2 		– Sell
-11,176
Closed -$122K – 1201
2020
Q1 		$122K Buy
11,176
+207
+2% +$3.22K ﹤0.01% 996
2019
Q4 		$194K Sell
10,969
-945
-8% -$15.6K ﹤0.01% 1088
2019
Q3 		$196K Buy
+11,914
New +$196K ﹤0.01% 1037

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mercer Global Advisors's UMPQ Position: Q3 2022 in Review

Mercer Global Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q3 2022, closing a stake of 12,530 shares — an estimated $210K sold.

Mercer Global Advisors first reported a position in UMPQ in Q3 2019 and held it in 4 quarters. The position peaked at $210K in Q2 2022. 332 funds tracked by Wall St. Rank hold UMPQ as of Q3 2022.

  • Mercer Global Advisors reported no remaining Umpqua Holdings Corp position as of Q3 2022 after selling out during the quarter.
  • Mercer Global Advisors sold 12,530 Umpqua Holdings Corp shares in Q3 2022, an estimated $210K.
  • Mercer Global Advisors first reported a position in Umpqua Holdings Corp in Q3 2019 and held it in 4 quarters.
  • Mercer Global Advisors's Umpqua Holdings Corp position peaked at $210K in Q2 2022.
  • 332 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2022.

Based on Mercer Global Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.