Zurich Insurance Group’s Umpqua Holdings Corp UMPQ Stock Holding History

Zurich Insurance Group’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	-80,900	Closed	-$882K	–	221
2020 Q1	$882K	Hold	80,900	–	–	0.02%	146
2019 Q4	$1.43M	Hold	80,900	–	–	0.03%	161
2019 Q3	$1.33M	Hold	80,900	–	–	0.03%	425
2019 Q2	$1.34M	Hold	80,900	–	–	0.03%	337
2019 Q1	$1.33M	Hold	80,900	–	–	0.03%	301
2018 Q4	$1.29M	Hold	80,900	–	–	0.03%	279
2018 Q3	$1.68M	Hold	80,900	–	–	0.04%	310
2018 Q2	$1.83M	Hold	80,900	–	–	0.04%	337
2018 Q1	$1.73M	Hold	80,900	–	–	0.04%	387
2017 Q4	$1.68M	Hold	80,900	–	–	0.04%	447
2017 Q3	$1.58M	Hold	80,900	–	–	0.04%	434
2017 Q2	$1.49M	Hold	80,900	–	–	0.04%	445
2017 Q1	$1.44M	Hold	80,900	–	–	0.04%	400
2016 Q4	$1.52M	Hold	80,900	–	–	0.05%	356
2016 Q3	$1.22M	Hold	80,900	–	–	0.04%	350
2016 Q2	$1.25M	Hold	80,900	–	–	0.04%	307
2016 Q1	$1.28M	Hold	80,900	–	–	0.05%	302
2015 Q4	$1.29M	Sell	80,900 -1,600	-2%	-$27K	0.05%	265
2015 Q3	$1.34M	Buy	+82,500	New	+$1.42M	0.05%	190

Other funds holding UMPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zurich Insurance Group's UMPQ Position: Q2 2020 in Review

Zurich Insurance Group sold out of Umpqua Holdings Corp (UMPQ) in Q2 2020, closing a stake of 80,900 shares — an estimated $882K sold.

Zurich Insurance Group first reported a position in UMPQ in Q3 2015 and held it in 19 quarters. The position peaked at $1.83M in Q2 2018. 298 funds tracked by Wall St. Rank hold UMPQ as of Q2 2020.

Zurich Insurance Group reported no remaining Umpqua Holdings Corp position as of Q2 2020 after selling out during the quarter.
Zurich Insurance Group sold 80,900 Umpqua Holdings Corp shares in Q2 2020, an estimated $882K.
Zurich Insurance Group first reported a position in Umpqua Holdings Corp in Q3 2015 and held it in 19 quarters.
Zurich Insurance Group's Umpqua Holdings Corp position peaked at $1.83M in Q2 2018.
298 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2020.

Based on Zurich Insurance Group's 13F filing for Q2 2020, filed 14 Aug 2020.