Moody National Bank Trust Division’s Umpqua Holdings Corp UMPQ Stock Holding History

Moody National Bank Trust Division’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	-17,711	Closed	-$316K	–	617
2022 Q4	$316K	Sell	17,711 -10,896	-38%	-$205K	0.03%	473
2022 Q3	$489K	Buy	+28,607	New	+$508K	0.05%	328

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

Moody National Bank Trust Division's UMPQ Position: Q1 2023 in Review

Moody National Bank Trust Division sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 17,711 shares — an estimated $316K sold.

Moody National Bank Trust Division first reported a position in UMPQ in Q3 2022 and held it in 2 quarters. The position peaked at $489K in Q3 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Moody National Bank Trust Division reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 17,711 Umpqua Holdings Corp shares in Q1 2023, an estimated $316K.
Moody National Bank Trust Division first reported a position in Umpqua Holdings Corp in Q3 2022 and held it in 2 quarters.
Moody National Bank Trust Division's Umpqua Holdings Corp position peaked at $489K in Q3 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Moody National Bank Trust Division's 13F filing for Q1 2023, filed 19 Apr 2023.