Wellington Management Group’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $612K | Hold |
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|
2022
Q3 | $586K | Hold |
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|
2022
Q2 | $575K | Hold |
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|
2022
Q1 | $647K | Sell |
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|
2021
Q4 | $6.69M | Sell |
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|
2021
Q3 | $7.05M | Buy |
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|
2021
Q2 | $6.36M | Buy |
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|
2021
Q1 | $2.48M | Sell |
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|
2020
Q4 | $2.15M | Buy |
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|
2020
Q3 | $1.47M | Buy |
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|
2020
Q2 | $1.3M | Buy |
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|
2020
Q1 | $1.32M | Sell |
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|
2019
Q4 | $3.53M | Buy |
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|
2019
Q3 | $2.6M | Sell |
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|
2019
Q2 | $3.95M | Sell |
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|
2019
Q1 | $4.51M | Buy |
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|
2018
Q4 | $2.43M | Sell |
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|
2018
Q3 | $13.7M | Buy |
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|
2018
Q2 | $14.6M | Sell |
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|
2018
Q1 | $29.5M | Sell |
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|
2017
Q4 | $30.3M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $12.5M | Buy |
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|
2017
Q1 | $1.45M | Sell |
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|
2016
Q4 | $1.63M | Buy |
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|
2016
Q3 | $944K | Sell |
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|
2016
Q2 | $1.31M | Sell |
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|
2016
Q1 | $1.51M | Buy |
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|
2015
Q4 | $1.06M | Buy |
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|
2015
Q3 | $982K | Buy |
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|
2015
Q2 | $784K | Sell |
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|
2015
Q1 | $803K | Hold |
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|
2014
Q4 | $795K | Hold |
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|
2014
Q3 | $770K | Hold |
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|
2014
Q2 | $838K | Sell |
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|
2014
Q1 | $1.27M | Sell |
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|
2013
Q4 | $9.37M | Buy |
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|
2013
Q3 | $7.93M | Buy |
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|
2013
Q2 | $5.71M | Buy |
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