Resources Management Corp’s Umpqua Holdings Corp UMPQ Stock Holding History

Resources Management Corp’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
2023 Q1	–	Sell	-27,300	Closed	-$487K	–	512
2022 Q4	$487K	Hold	27,300	–	–	0.08%	168
2022 Q3	$467K	Hold	27,300	–	–	0.08%	168
2022 Q2	$458K	Hold	27,300	–	–	0.07%	172
2022 Q1	$515K	Hold	27,300	–	–	0.07%	177
2021 Q4	$525K	Hold	27,300	–	–	0.07%	188
2021 Q3	$553K	Buy	27,300 +300	+1%	+$5.75K	0.08%	173
2021 Q2	$498K	Buy	27,000 +2,000	+8%	+$37.2K	0.07%	192
2021 Q1	$439K	Hold	25,000	–	–	0.07%	190
2020 Q4	$379K	Hold	25,000	–	–	0.06%	190
2020 Q3	$266K	Hold	25,000	–	–	0.05%	198
2020 Q2	$266K	Hold	25,000	–	–	0.05%	199
2020 Q1	$273K	Hold	25,000	–	–	0.06%	183
2019 Q4	$443K	Hold	25,000	–	–	0.08%	168
2019 Q3	$412K	Buy	+25,000	New	+$411K	0.08%	170
2018 Q4	$397K	Hold	25,000	–	–	0.09%	161
2018 Q3	$520K	Buy	+25,000	New	+$546K	0.09%	157

Other funds holding UMPQ

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Resources Management Corp's UMPQ Position: Q1 2023 in Review

Resources Management Corp sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 27,300 shares — an estimated $487K sold.

Resources Management Corp first reported a position in UMPQ in Q3 2018 and held it in 16 quarters. The position peaked at $553K in Q3 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Resources Management Corp reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Resources Management Corp sold 27,300 Umpqua Holdings Corp shares in Q1 2023, an estimated $487K.
Resources Management Corp first reported a position in Umpqua Holdings Corp in Q3 2018 and held it in 16 quarters.
Resources Management Corp's Umpqua Holdings Corp position peaked at $553K in Q3 2021.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Resources Management Corp's 13F filing for Q1 2023, filed 11 May 2023.