Van Hulzen Asset Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Van Hulzen Asset Management’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	-22,542	Closed	-$402K	–	330
2022 Q4	$402K	Buy	22,542 +2,000	+10%	+$37.7K	0.05%	197
2022 Q3	$351K	Hold	20,542	–	–	0.04%	196
2022 Q2	$344K	Buy	+20,542	New	+$356K	0.04%	205

Other funds holding UMPQ

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Van Hulzen Asset Management's UMPQ Position: Q1 2023 in Review

Van Hulzen Asset Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 22,542 shares — an estimated $402K sold.

Van Hulzen Asset Management first reported a position in UMPQ in Q2 2022 and held it in 3 quarters. The position peaked at $402K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Van Hulzen Asset Management reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Van Hulzen Asset Management sold 22,542 Umpqua Holdings Corp shares in Q1 2023, an estimated $402K.
Van Hulzen Asset Management first reported a position in Umpqua Holdings Corp in Q2 2022 and held it in 3 quarters.
Van Hulzen Asset Management's Umpqua Holdings Corp position peaked at $402K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Van Hulzen Asset Management's 13F filing for Q1 2023, filed 28 Apr 2023.