Algert Global’s Tompkins Financial TMP Stock Holding History

Algert Global’s Portfolio TMP Stock Details TMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,050	Closed	-$221K	–	1291
2022 Q3	$221K	Buy	+3,050	New	+$228K	0.01%	1019

Other funds holding TMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Algert Global's TMP Position: Q4 2022 in Review

Algert Global sold out of Tompkins Financial (TMP) in Q4 2022, closing a stake of 3,050 shares — an estimated $221K sold.

Algert Global first reported a position in TMP in Q3 2022 and held it in 1 quarter. The position peaked at $221K in Q3 2022. 151 funds tracked by Wall St. Rank hold TMP as of Q4 2022.

Algert Global reported no remaining Tompkins Financial position as of Q4 2022 after selling out during the quarter.
Algert Global sold 3,050 Tompkins Financial shares in Q4 2022, an estimated $221K.
Algert Global first reported a position in Tompkins Financial in Q3 2022 and held it in 1 quarter.
Algert Global's Tompkins Financial position peaked at $221K in Q3 2022.
151 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2022.

Based on Algert Global's 13F filing for Q4 2022, filed 14 Feb 2023.