SJS Investment Consulting’s Umpqua Holdings Corp UMPQ Stock Holding History

SJS Investment Consulting’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	-64	Closed	-$1.14K	–	1645
2022 Q4	$1.14K	Buy	64 +31	+94%	+$584	﹤0.01%	877
2022 Q3	$1K	Buy	+33	New	+$586	﹤0.01%	983
2022 Q1	$0	Buy	+9	New	+$184	﹤0.01%	1475

Other funds holding UMPQ

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

FCA

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

SJS Investment Consulting's UMPQ Position: Q1 2023 in Review

SJS Investment Consulting sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 64 shares — an estimated $1.14K sold.

SJS Investment Consulting first reported a position in UMPQ in Q1 2022 and held it in 3 quarters. The position peaked at $1.14K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

SJS Investment Consulting reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
SJS Investment Consulting sold 64 Umpqua Holdings Corp shares in Q1 2023, an estimated $1.14K.
SJS Investment Consulting first reported a position in Umpqua Holdings Corp in Q1 2022 and held it in 3 quarters.
SJS Investment Consulting's Umpqua Holdings Corp position peaked at $1.14K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on SJS Investment Consulting's 13F filing for Q1 2023, filed 20 Apr 2023.