RCA
UMPQ

Ranch Capital Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Ranch Capital 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
2021
Q4 		– Sell
-100
Closed -$2K – 644
2021
Q3 		$2K Buy
+100
New +$1.92K ﹤0.01% 611
2021
Q1 		– Sell
-179
Closed -$2K – 926
2020
Q4 		$2K Hold
179
– – ﹤0.01% 819
2020
Q3 		$1K Hold
179
– – ﹤0.01% 845
2020
Q2 		$2K Hold
179
– – ﹤0.01% 841
2020
Q1 		$1K Hold
179
– – ﹤0.01% 849
2019
Q4 		$3K Buy
+179
New +$2.96K ﹤0.01% 858

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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Ranch Capital Advisors's UMPQ Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q4 2021, closing a stake of 100 shares — an estimated $2K sold.

Ranch Capital Advisors first reported a position in UMPQ in Q4 2019 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 320 funds tracked by Wall St. Rank hold UMPQ as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Umpqua Holdings Corp position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 100 Umpqua Holdings Corp shares in Q4 2021, an estimated $2K.
  • Ranch Capital Advisors first reported a position in Umpqua Holdings Corp in Q4 2019 and held it in 6 quarters.
  • Ranch Capital Advisors's Umpqua Holdings Corp position peaked at $3K in Q4 2019.
  • 320 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.