UMB Bank’s Umpqua Holdings Corp UMPQ Stock Holding History

UMB Bank’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
2022 Q3	–	Sell	-725	Closed	-$12K	–	2022
2022 Q2	$12K	Hold	725	–	–	﹤0.01%	1349
2022 Q1	$14K	Hold	725	–	–	﹤0.01%	1390
2021 Q4	$14K	Buy	+725	New	+$14.6K	﹤0.01%	1369

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UMB Bank's UMPQ Position: Q3 2022 in Review

UMB Bank sold out of Umpqua Holdings Corp (UMPQ) in Q3 2022, closing a stake of 725 shares — an estimated $12K sold.

UMB Bank first reported a position in UMPQ in Q4 2021 and held it in 3 quarters. The position peaked at $14K in Q1 2022. 332 funds tracked by Wall St. Rank hold UMPQ as of Q3 2022.

UMB Bank reported no remaining Umpqua Holdings Corp position as of Q3 2022 after selling out during the quarter.
UMB Bank sold 725 Umpqua Holdings Corp shares in Q3 2022, an estimated $12K.
UMB Bank first reported a position in Umpqua Holdings Corp in Q4 2021 and held it in 3 quarters.
UMB Bank's Umpqua Holdings Corp position peaked at $14K in Q1 2022.
332 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2022.

Based on UMB Bank's 13F filing for Q3 2022, filed 13 Oct 2022.