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

Yousif 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
2023 Q1	–	Sell	-110,622	Closed	-$1.97M	–	1995
2022 Q4	$1.97M	Buy	110,622 +59	+0.1%	+$1.11K	0.03%	775
2022 Q3	$1.89M	Sell	110,563 -10,628	-9%	-$189K	0.03%	783
2022 Q2	$2.03M	Buy	121,191 +2,135	+2%	+$37K	0.03%	810
2022 Q1	$2.25M	Buy	119,056 +2,997	+3%	+$61.4K	0.02%	850
2021 Q4	$2.23M	Buy	+116,059	New	+$2.34M	0.02%	898

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

Yousif Capital Management's UMPQ Position: Q1 2023 in Review

Yousif Capital Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 110,622 shares — an estimated $1.97M sold.

Yousif Capital Management first reported a position in UMPQ in Q4 2021 and held it in 5 quarters. The position peaked at $2.25M in Q1 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Yousif Capital Management reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Yousif Capital Management sold 110,622 Umpqua Holdings Corp shares in Q1 2023, an estimated $1.97M.
Yousif Capital Management first reported a position in Umpqua Holdings Corp in Q4 2021 and held it in 5 quarters.
Yousif Capital Management's Umpqua Holdings Corp position peaked at $2.25M in Q1 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Yousif Capital Management's 13F filing for Q1 2023, filed 2 May 2023.