ZB
UMPQ

Zions Bancorporation’s Umpqua Holdings Corp UMPQ Stock Holding History

Zions Bancorporation’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
Q1 		– Sell
-58
Closed -$1K – 1021
2019
Q4 		$1K Hold
58
– – ﹤0.01% 965
2019
Q3 		$1K Hold
58
– – ﹤0.01% 967
2019
Q2 		$1K Hold
58
– – ﹤0.01% 900
2019
Q1 		$1K Buy
+58
New +$1.02K ﹤0.01% 922
2018
Q1 		– Sell
-4,049
Closed -$84K – 729
2017
Q4 		$84K Sell
4,049
-2,154
-35% -$44.5K 0.01% 261
2017
Q3 		$121K Buy
+6,203
New +$113K 0.02% 362
2016
Q3 		– Sell
-3
Closed – – 927
2016
Q2 		$0 Buy
+3
New +$47 ﹤0.01% 957

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zions Bancorporation's UMPQ Position: Q1 2020 in Review

Zions Bancorporation sold out of Umpqua Holdings Corp (UMPQ) in Q1 2020, closing a stake of 58 shares — an estimated $1K sold.

Zions Bancorporation first reported a position in UMPQ in Q2 2016 and held it in 7 quarters. The position peaked at $121K in Q3 2017. 308 funds tracked by Wall St. Rank hold UMPQ as of Q1 2020.

  • Zions Bancorporation reported no remaining Umpqua Holdings Corp position as of Q1 2020 after selling out during the quarter.
  • Zions Bancorporation sold 58 Umpqua Holdings Corp shares in Q1 2020, an estimated $1K.
  • Zions Bancorporation first reported a position in Umpqua Holdings Corp in Q2 2016 and held it in 7 quarters.
  • Zions Bancorporation's Umpqua Holdings Corp position peaked at $121K in Q3 2017.
  • 308 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2020.

Based on Zions Bancorporation's 13F filing for Q1 2020, filed 15 May 2020.