Voloridge Investment Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Voloridge Investment 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	-28,986	Closed	-$517K	–	1687
2022 Q4	$517K	Buy	+28,986	New	+$546K	﹤0.01%	1266
2021 Q4	–	Sell	-51,305	Closed	-$1.04M	–	1921
2021 Q3	$1.04M	Buy	+51,305	New	+$983K	0.01%	1270
2021 Q2	–	Sell	-29,836	Closed	-$524K	–	1845
2021 Q1	$524K	Buy	+29,836	New	+$504K	﹤0.01%	1171
2019 Q4	–	Sell	-66,897	Closed	-$1.1M	–	1425
2019 Q3	$1.1M	Buy	66,897 +54,863	+456%	+$902K	0.02%	611
2019 Q2	$200K	Sell	12,034 -8,409	-41%	-$142K	0.01%	702
2019 Q1	$337K	Buy	+20,443	New	+$360K	0.01%	777

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

Voloridge Investment Management's UMPQ Position: Q1 2023 in Review

Voloridge Investment Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 28,986 shares — an estimated $517K sold.

Voloridge Investment Management first reported a position in UMPQ in Q1 2019 and held it in 6 quarters. The position peaked at $1.1M in Q3 2019. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Voloridge Investment Management reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Voloridge Investment Management sold 28,986 Umpqua Holdings Corp shares in Q1 2023, an estimated $517K.
Voloridge Investment Management first reported a position in Umpqua Holdings Corp in Q1 2019 and held it in 6 quarters.
Voloridge Investment Management's Umpqua Holdings Corp position peaked at $1.1M in Q3 2019.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Voloridge Investment Management's 13F filing for Q1 2023, filed 15 May 2023.