Mitsubishi UFJ Trust & Banking
UMPQ

Mitsubishi UFJ Trust & Banking’s Umpqua Holdings Corp UMPQ Stock Holding History

Mitsubishi UFJ Trust & Banking’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
-14,335
Closed -$256K – 1189
2022
Q4 		$256K Sell
14,335
-458
-3% -$8.63K ﹤0.01% 1007
2022
Q3 		$253K Sell
14,793
-8,255
-36% -$147K ﹤0.01% 980
2022
Q2 		$387K Sell
23,048
-8,310
-27% -$144K ﹤0.01% 955
2022
Q1 		$591K Hold
31,358
– – ﹤0.01% 1008
2021
Q4 		$603K Sell
31,358
-3,865
-11% -$78.1K ﹤0.01% 1029
2021
Q3 		$713K Hold
35,223
– – ﹤0.01% 1008
2021
Q2 		$650K Sell
35,223
-1,983
-5% -$36.9K ﹤0.01% 1039
2021
Q1 		$563K Sell
37,206
-8,194
-18% -$139K ﹤0.01% 1008
2020
Q4 		$687K Hold
45,400
– – ﹤0.01% 1018
2020
Q3 		$482K Buy
45,400
+5,500
+14% +$60.7K ﹤0.01% 1027
2020
Q2 		$425K Buy
39,900
+3,000
+8% +$33.6K ﹤0.01% 1037
2020
Q1 		$402K Hold
36,900
– – ﹤0.01% 981
2019
Q4 		$653K Buy
36,900
+2,300
+7% +$38.1K ﹤0.01% 984
2019
Q3 		$570K Buy
+34,600
New +$569K ﹤0.01% 1002

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

Mitsubishi UFJ Trust & Banking's UMPQ Position: Q1 2023 in Review

Mitsubishi UFJ Trust & Banking sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 14,335 shares — an estimated $256K sold.

Mitsubishi UFJ Trust & Banking first reported a position in UMPQ in Q3 2019 and held it in 14 quarters. The position peaked at $713K in Q3 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

  • Mitsubishi UFJ Trust & Banking reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 14,335 Umpqua Holdings Corp shares in Q1 2023, an estimated $256K.
  • Mitsubishi UFJ Trust & Banking first reported a position in Umpqua Holdings Corp in Q3 2019 and held it in 14 quarters.
  • Mitsubishi UFJ Trust & Banking's Umpqua Holdings Corp position peaked at $713K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q1 2023, filed 10 May 2023.