ST
UMPQ

Sphinx Trading’s Umpqua Holdings Corp UMPQ Stock Holding History

Sphinx Trading’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 		$342K Buy
+17,800
New +$360K 0.35% 41

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

Sphinx Trading's UMPQ Position: Q4 2021 in Review

Sphinx Trading opened a new position in Umpqua Holdings Corp (UMPQ) in Q4 2021: 17,800 shares worth $342K. The stake represents 0.35% of the portfolio and ranks #41 among its holdings.

320 funds tracked by Wall St. Rank hold UMPQ as of Q4 2021.

  • Sphinx Trading held 17,800 shares of Umpqua Holdings Corp worth $342K as of Q4 2021.
  • Umpqua Holdings Corp was a new Sphinx Trading position in Q4 2021.
  • Umpqua Holdings Corp made up 0.35% of Sphinx Trading's portfolio in Q4 2021, its #41 holding.
  • 320 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2021.

Based on Sphinx Trading's 13F filing for Q4 2021, filed 31 Jan 2022.