S.A. Mason’s Umpqua Holdings Corp UMPQ Stock Holding History

S.A. Mason’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 Q1	–	Sell	-65	Closed	-$1K	–	469
2019 Q4	$1K	Buy	+65	New	+$1.08K	﹤0.01%	453

Other funds holding UMPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

S.A. Mason's UMPQ Position: Q1 2020 in Review

S.A. Mason sold out of Umpqua Holdings Corp (UMPQ) in Q1 2020, closing a stake of 65 shares — an estimated $1K sold.

S.A. Mason first reported a position in UMPQ in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 308 funds tracked by Wall St. Rank hold UMPQ as of Q1 2020.

S.A. Mason reported no remaining Umpqua Holdings Corp position as of Q1 2020 after selling out during the quarter.
S.A. Mason sold 65 Umpqua Holdings Corp shares in Q1 2020, an estimated $1K.
S.A. Mason first reported a position in Umpqua Holdings Corp in Q4 2019 and held it in 1 quarter.
S.A. Mason's Umpqua Holdings Corp position peaked at $1K in Q4 2019.
308 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2020.

Based on S.A. Mason's 13F filing for Q1 2020, filed 14 May 2020.