Tompkins Financial’s Umpqua Holdings Corp UMPQ Stock Holding History

Tompkins Financial’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 Q1	–	Sell	-51	Closed	-$1K	–	559
2020 Q4	$1K	Buy	+51	New	+$699	﹤0.01%	525
2016 Q3	–	Sell	-740	Closed	-$11K	–	501
2016 Q2	$11K	Buy	740 +176	+31%	+$2.75K	﹤0.01%	387
2016 Q1	$9K	Buy	+564	New	+$8.51K	﹤0.01%	402
2015 Q4	–	Sell	-873	Closed	-$14K	–	547
2015 Q3	$14K	Hold	873	–	–	﹤0.01%	404
2015 Q2	$16K	Hold	873	–	–	﹤0.01%	393
2015 Q1	$15K	Hold	873	–	–	﹤0.01%	404
2014 Q4	$15K	Hold	873	–	–	﹤0.01%	351
2014 Q3	$14K	Buy	873 +192	+28%	+$3.3K	﹤0.01%	353
2014 Q2	$12K	Hold	681	–	–	﹤0.01%	369
2014 Q1	$13K	Buy	681 +263	+63%	+$4.76K	﹤0.01%	369
2013 Q4	$8K	Buy	+418	New	+$7.32K	﹤0.01%	435

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Tompkins Financial's UMPQ Position: Q1 2021 in Review

Tompkins Financial sold out of Umpqua Holdings Corp (UMPQ) in Q1 2021, closing a stake of 51 shares — an estimated $1K sold.

Tompkins Financial first reported a position in UMPQ in Q4 2013 and held it in 11 quarters. The position peaked at $16K in Q2 2015. 320 funds tracked by Wall St. Rank hold UMPQ as of Q1 2021.

Tompkins Financial reported no remaining Umpqua Holdings Corp position as of Q1 2021 after selling out during the quarter.
Tompkins Financial sold 51 Umpqua Holdings Corp shares in Q1 2021, an estimated $1K.
Tompkins Financial first reported a position in Umpqua Holdings Corp in Q4 2013 and held it in 11 quarters.
Tompkins Financial's Umpqua Holdings Corp position peaked at $16K in Q2 2015.
320 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.