Trium Capital’s Umpqua Holdings Corp UMPQ Stock Holding History

Trium Capital’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	-78,116	Closed	-$1.39M	–	98
2022 Q4	$1.39M	Buy	+78,116	New	+$1.47M	0.51%	51

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

Trium Capital's UMPQ Position: Q1 2023 in Review

Trium Capital sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 78,116 shares — an estimated $1.39M sold.

Trium Capital first reported a position in UMPQ in Q4 2022 and held it in 1 quarter. The position peaked at $1.39M in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Trium Capital reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Trium Capital sold 78,116 Umpqua Holdings Corp shares in Q1 2023, an estimated $1.39M.
Trium Capital first reported a position in Umpqua Holdings Corp in Q4 2022 and held it in 1 quarter.
Trium Capital's Umpqua Holdings Corp position peaked at $1.39M in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Trium Capital's 13F filing for Q1 2023, filed 16 May 2023.