OPS
UMPQ

Orion Portfolio Solutions’s Umpqua Holdings Corp UMPQ Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-1,162
Closed -$12K – 2226
2020
Q2 		$12K Buy
1,162
+266
+30% +$2.98K ﹤0.01% 1150
2020
Q1 		$10K Sell
896
-33
-4% -$513 ﹤0.01% 1082
2019
Q4 		$16K Buy
+929
New +$15.4K ﹤0.01% 851

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Orion Portfolio Solutions's UMPQ Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Umpqua Holdings Corp (UMPQ) in Q3 2020, closing a stake of 1,162 shares — an estimated $12K sold.

Orion Portfolio Solutions first reported a position in UMPQ in Q4 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 278 funds tracked by Wall St. Rank hold UMPQ as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Umpqua Holdings Corp position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,162 Umpqua Holdings Corp shares in Q3 2020, an estimated $12K.
  • Orion Portfolio Solutions first reported a position in Umpqua Holdings Corp in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Umpqua Holdings Corp position peaked at $16K in Q4 2019.
  • 278 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.