Whittier Trust’s Umpqua Holdings Corp UMPQ Stock Holding History

Whittier Trust’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	-267	Closed	-$4.76K	–	1649
2022 Q4	$4.76K	Hold	267	–	–	﹤0.01%	1391
2022 Q3	$5K	Hold	267	–	–	﹤0.01%	1464
2022 Q2	$4K	Hold	267	–	–	﹤0.01%	1494
2022 Q1	$5K	Hold	267	–	–	﹤0.01%	1468
2021 Q4	$5K	Hold	267	–	–	﹤0.01%	1426
2021 Q3	$5K	Hold	267	–	–	﹤0.01%	1343
2021 Q2	$5K	Hold	267	–	–	﹤0.01%	1371
2021 Q1	$5K	Buy	+267	New	+$4.51K	﹤0.01%	1365
2019 Q1	–	Sell	-463	Closed	-$7K	–	1520
2018 Q4	$7K	Buy	+463	New	+$8.7K	﹤0.01%	1147
2015 Q2	–	Sell	-560	Closed	-$10K	–	1301
2015 Q1	$10K	Buy	+560	New	+$9.24K	﹤0.01%	1023

Other funds holding UMPQ

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

FCA

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

Whittier Trust's UMPQ Position: Q1 2023 in Review

Whittier Trust sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 267 shares — an estimated $4.76K sold.

Whittier Trust first reported a position in UMPQ in Q1 2015 and held it in 10 quarters. The position peaked at $10K in Q1 2015. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Whittier Trust reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Whittier Trust sold 267 Umpqua Holdings Corp shares in Q1 2023, an estimated $4.76K.
Whittier Trust first reported a position in Umpqua Holdings Corp in Q1 2015 and held it in 10 quarters.
Whittier Trust's Umpqua Holdings Corp position peaked at $10K in Q1 2015.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Whittier Trust's 13F filing for Q1 2023, filed 21 Apr 2023.