MA
UMPQ

MUFG Americas’s Umpqua Holdings Corp UMPQ Stock Holding History

MUFG Americas’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
-558
Closed -$9K – 946
2022
Q2 		$9K Sell
558
-1,567
-74% -$27.2K ﹤0.01% 671
2022
Q1 		$40K Buy
+2,125
New +$43.5K ﹤0.01% 568
2019
Q2 		– Sell
-2,225
Closed -$37K – 933
2019
Q1 		$37K Buy
+2,225
New +$39.2K ﹤0.01% 558
2018
Q3 		– Sell
-1,602
Closed -$36K – 860
2018
Q2 		$36K Hold
1,602
– – ﹤0.01% 585
2018
Q1 		$34K Sell
1,602
-496
-24% -$10.8K ﹤0.01% 570
2017
Q4 		$44K Buy
2,098
+30
+1% +$620 ﹤0.01% 590
2017
Q3 		$40K Buy
2,068
+45
+2% +$820 ﹤0.01% 606
2017
Q2 		$37K Buy
2,023
+14
+0.7% +$248 ﹤0.01% 611
2017
Q1 		$36K Buy
2,009
+360
+22% +$6.62K ﹤0.01% 621
2016
Q4 		$31K Buy
1,649
+196
+13% +$3.34K ﹤0.01% 647
2016
Q3 		$22K Sell
1,453
-1,600
-52% -$24.9K ﹤0.01% 707
2016
Q2 		$47K Buy
3,053
+1,453
+91% +$22.7K ﹤0.01% 567
2016
Q1 		$26K Buy
1,600
+600
+60% +$9.05K ﹤0.01% 665
2015
Q4 		$16K Sell
1,000
-520
-34% -$8.78K ﹤0.01% 754
2015
Q3 		$24K Sell
1,520
-431
-22% -$7.42K ﹤0.01% 706
2015
Q2 		$35K Sell
1,951
-1,080
-36% -$19.1K ﹤0.01% 669
2015
Q1 		$52K Buy
3,031
+1,031
+52% +$17K ﹤0.01% 661
2014
Q4 		$34K Hold
2,000
– – ﹤0.01% 738
2014
Q3 		$32K Hold
2,000
– – ﹤0.01% 749
2014
Q2 		$36K Hold
2,000
– – ﹤0.01% 744
2014
Q1 		$38K Hold
2,000
– – ﹤0.01% 721
2013
Q4 		$38K Buy
2,000
+1,000
+100% +$17.5K ﹤0.01% 724
2013
Q3 		$16K Buy
+1,000
New +$16.5K ﹤0.01% 932

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

MUFG Americas's UMPQ Position: Q3 2022 in Review

MUFG Americas sold out of Umpqua Holdings Corp (UMPQ) in Q3 2022, closing a stake of 558 shares — an estimated $9K sold.

MUFG Americas first reported a position in UMPQ in Q3 2013 and held it in 23 quarters. The position peaked at $52K in Q1 2015. 332 funds tracked by Wall St. Rank hold UMPQ as of Q3 2022.

  • MUFG Americas reported no remaining Umpqua Holdings Corp position as of Q3 2022 after selling out during the quarter.
  • MUFG Americas sold 558 Umpqua Holdings Corp shares in Q3 2022, an estimated $9K.
  • MUFG Americas first reported a position in Umpqua Holdings Corp in Q3 2013 and held it in 23 quarters.
  • MUFG Americas's Umpqua Holdings Corp position peaked at $52K in Q1 2015.
  • 332 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2022.

Based on MUFG Americas's 13F filing for Q3 2022, filed 1 Nov 2022.