VCM
UMPQ

Vigilant Capital Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Vigilant Capital 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
2022
Q2 		– Sell
-166
Closed -$3K – 661
2022
Q1 		$3K Hold
166
– – ﹤0.01% 554
2021
Q4 		$3K Hold
166
– – ﹤0.01% 614
2021
Q3 		$3K Buy
+166
New +$3.18K ﹤0.01% 754

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vigilant Capital Management's UMPQ Position: Q2 2022 in Review

Vigilant Capital Management sold out of Umpqua Holdings Corp (UMPQ) in Q2 2022, closing a stake of 166 shares — an estimated $3K sold.

Vigilant Capital Management first reported a position in UMPQ in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 322 funds tracked by Wall St. Rank hold UMPQ as of Q2 2022.

  • Vigilant Capital Management reported no remaining Umpqua Holdings Corp position as of Q2 2022 after selling out during the quarter.
  • Vigilant Capital Management sold 166 Umpqua Holdings Corp shares in Q2 2022, an estimated $3K.
  • Vigilant Capital Management first reported a position in Umpqua Holdings Corp in Q3 2021 and held it in 3 quarters.
  • Vigilant Capital Management's Umpqua Holdings Corp position peaked at $3K in Q1 2022.
  • 322 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2022.

Based on Vigilant Capital Management's 13F filing for Q2 2022, filed 6 Jul 2022.