Migdal Insurance & Financial Holdings’s Umpqua Holdings Corp UMPQ Stock Holding History

Migdal Insurance & Financial Holdings’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
2019 Q4	–	Sell	-1,019	Closed	-$17K	–	807
2019 Q3	$17K	Sell	1,019 -486	-32%	-$7.99K	﹤0.01%	690
2019 Q2	$25K	Sell	1,505 -565	-27%	-$9.55K	﹤0.01%	675
2019 Q1	$34K	Buy	2,070 +122	+6%	+$2.15K	﹤0.01%	617
2018 Q4	$31K	Sell	1,948 -1,017	-34%	-$19.1K	﹤0.01%	597
2018 Q3	$62K	Buy	2,965 +285	+11%	+$6.23K	﹤0.01%	659
2018 Q2	$61K	Buy	2,680 +1,459	+119%	+$34.1K	﹤0.01%	595
2018 Q1	$26K	Buy	1,221 +315	+35%	+$6.88K	﹤0.01%	531
2017 Q4	$19K	Sell	906 -1,058	-54%	-$21.9K	﹤0.01%	489
2017 Q3	$56K	Buy	+1,964	New	+$35.8K	﹤0.01%	427

Other funds holding UMPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Migdal Insurance & Financial Holdings's UMPQ Position: Q4 2019 in Review

Migdal Insurance & Financial Holdings sold out of Umpqua Holdings Corp (UMPQ) in Q4 2019, closing a stake of 1,019 shares — an estimated $17K sold.

Migdal Insurance & Financial Holdings first reported a position in UMPQ in Q3 2017 and held it in 9 quarters. The position peaked at $62K in Q3 2018. 330 funds tracked by Wall St. Rank hold UMPQ as of Q4 2019.

Migdal Insurance & Financial Holdings reported no remaining Umpqua Holdings Corp position as of Q4 2019 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 1,019 Umpqua Holdings Corp shares in Q4 2019, an estimated $17K.
Migdal Insurance & Financial Holdings first reported a position in Umpqua Holdings Corp in Q3 2017 and held it in 9 quarters.
Migdal Insurance & Financial Holdings's Umpqua Holdings Corp position peaked at $62K in Q3 2018.
330 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2019, filed 13 Feb 2020.