OR
UMPQ

Olympiad Research’s Umpqua Holdings Corp UMPQ Stock Holding History

Olympiad Research’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 		$3.51M Buy
205,166
+24,383
+13% +$433K 1.89% 10
2022
Q2 		$3.03M Buy
180,783
+33,651
+23% +$584K 1.36% 12
2022
Q1 		$2.77M Buy
147,132
+97,956
+199% +$2.01M 0.85% 34
2021
Q4 		$946K Buy
+49,176
New +$993K 0.34% 88

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

Olympiad Research's UMPQ Position: Q3 2022 in Review

Olympiad Research increased its Umpqua Holdings Corp (UMPQ) stake by 13% in Q3 2022, buying an estimated $433K and bringing the position to 205,166 shares worth $3.51M. The position accounts for 1.89% of the portfolio, ranked #10.

Olympiad Research first reported a position in UMPQ in Q4 2021 and has held it in 4 quarters since. 332 funds tracked by Wall St. Rank hold UMPQ as of Q3 2022.

  • Olympiad Research held 205,166 shares of Umpqua Holdings Corp worth $3.51M as of Q3 2022.
  • Olympiad Research bought 24,383 Umpqua Holdings Corp shares in Q3 2022, an estimated $433K.
  • Umpqua Holdings Corp made up 1.89% of Olympiad Research's portfolio in Q3 2022, its #10 holding.
  • Olympiad Research first reported a position in Umpqua Holdings Corp in Q4 2021 and has held it in 4 quarters since.
  • 332 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.