William Blair & Company
UMPQ

William Blair & Company’s Umpqua Holdings Corp UMPQ Stock Holding History

William Blair & Company’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
2020
Q2 		– Sell
-19,763
Closed -$215K – 1768
2020
Q1 		$215K Buy
+19,763
New +$307K ﹤0.01% 1139

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

William Blair & Company's UMPQ Position: Q2 2020 in Review

William Blair & Company sold out of Umpqua Holdings Corp (UMPQ) in Q2 2020, closing a stake of 19,763 shares — an estimated $215K sold.

William Blair & Company first reported a position in UMPQ in Q1 2020 and held it in 1 quarter. The position peaked at $215K in Q1 2020. 298 funds tracked by Wall St. Rank hold UMPQ as of Q2 2020.

  • William Blair & Company reported no remaining Umpqua Holdings Corp position as of Q2 2020 after selling out during the quarter.
  • William Blair & Company sold 19,763 Umpqua Holdings Corp shares in Q2 2020, an estimated $215K.
  • William Blair & Company first reported a position in Umpqua Holdings Corp in Q1 2020 and held it in 1 quarter.
  • William Blair & Company's Umpqua Holdings Corp position peaked at $215K in Q1 2020.
  • 298 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2020.

Based on William Blair & Company's 13F filing for Q2 2020, filed 12 Aug 2020.