Sageworth Trust Company of South Dakota’s Umpqua Holdings Corp UMPQ Stock Holding History

Sageworth Trust Company of South Dakota’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	-453	Closed	-$8K	–	259
2022 Q4	$8K	Hold	453	–	–	0.02%	130
2022 Q3	$8K	Sell	453 -265	-37%	-$4.71K	0.02%	115
2022 Q2	$12K	Sell	718 -309	-30%	-$5.36K	0.02%	133
2022 Q1	$19K	Hold	1,027	–	–	0.04%	119
2021 Q4	$20K	Buy	+1,027	New	+$20.7K	0.03%	234

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

Sageworth Trust Company of South Dakota's UMPQ Position: Q1 2023 in Review

Sageworth Trust Company of South Dakota sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 453 shares — an estimated $8K sold.

Sageworth Trust Company of South Dakota first reported a position in UMPQ in Q4 2021 and held it in 5 quarters. The position peaked at $20K in Q4 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Sageworth Trust Company of South Dakota reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 453 Umpqua Holdings Corp shares in Q1 2023, an estimated $8K.
Sageworth Trust Company of South Dakota first reported a position in Umpqua Holdings Corp in Q4 2021 and held it in 5 quarters.
Sageworth Trust Company of South Dakota's Umpqua Holdings Corp position peaked at $20K in Q4 2021.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q1 2023, filed 9 May 2023.