TwinBeech Capital’s Umpqua Holdings Corp UMPQ Stock Holding History

TwinBeech 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	-247,548	Closed	-$4.42M	–	963
2022 Q4	$4.42M	Buy	+247,548	New	+$4.66M	0.08%	279
2021 Q4	–	Sell	-17,856	Closed	-$362K	–	877
2021 Q3	$362K	Buy	+17,856	New	+$342K	0.03%	481
2021 Q2	–	Sell	-15,392	Closed	-$270K	–	708
2021 Q1	$270K	Buy	+15,392	New	+$260K	0.04%	393

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

TwinBeech Capital's UMPQ Position: Q1 2023 in Review

TwinBeech Capital sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 247,548 shares — an estimated $4.42M sold.

TwinBeech Capital first reported a position in UMPQ in Q1 2021 and held it in 3 quarters. The position peaked at $4.42M in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

TwinBeech Capital reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
TwinBeech Capital sold 247,548 Umpqua Holdings Corp shares in Q1 2023, an estimated $4.42M.
TwinBeech Capital first reported a position in Umpqua Holdings Corp in Q1 2021 and held it in 3 quarters.
TwinBeech Capital's Umpqua Holdings Corp position peaked at $4.42M in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on TwinBeech Capital's 13F filing for Q1 2023, filed 15 May 2023.