PIA
UMPQ

Piedmont Investment Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Piedmont Investment Advisors’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
Q2 		– Sell
-16,634
Closed -$181K – 749
2020
Q1 		$181K Buy
16,634
+1
+0% +$16 0.01% 746
2019
Q4 		$294K Sell
16,633
-3,094
-16% -$51.2K 0.01% 764
2019
Q3 		$325K Sell
19,727
-1,636
-8% -$26.9K 0.01% 709
2019
Q2 		$354K Buy
+21,363
New +$361K 0.01% 694
2018
Q3 		– Sell
-85
Closed -$2K – 2511
2018
Q2 		$2K Buy
+85
New +$1.99K ﹤0.01% 2672

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Piedmont Investment Advisors's UMPQ Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q2 2020, closing a stake of 16,634 shares — an estimated $181K sold.

Piedmont Investment Advisors first reported a position in UMPQ in Q2 2018 and held it in 5 quarters. The position peaked at $354K in Q2 2019. 298 funds tracked by Wall St. Rank hold UMPQ as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Umpqua Holdings Corp position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 16,634 Umpqua Holdings Corp shares in Q2 2020, an estimated $181K.
  • Piedmont Investment Advisors first reported a position in Umpqua Holdings Corp in Q2 2018 and held it in 5 quarters.
  • Piedmont Investment Advisors's Umpqua Holdings Corp position peaked at $354K in Q2 2019.
  • 298 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.