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Aperio Group’s Tompkins Financial TMP Stock Holding History

Aperio Group’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
2020
Q4 		$209K Buy
+2,955
New +$187K ﹤0.01% 2298
2020
Q2 		– Sell
-4,123
Closed -$296K – 2388
2020
Q1 		$296K Sell
4,123
-1,088
-21% -$90.2K ﹤0.01% 1908
2019
Q4 		$477K Sell
5,211
-47
-0.9% -$4.06K ﹤0.01% 1823
2019
Q3 		$427K Sell
5,258
-355
-6% -$28.4K ﹤0.01% 1848
2019
Q2 		$458K Buy
5,613
+480
+9% +$38.1K ﹤0.01% 1830
2019
Q1 		$390K Buy
5,133
+35
+0.7% +$2.72K ﹤0.01% 1879
2018
Q4 		$382K Buy
5,098
+454
+10% +$34.8K ﹤0.01% 1842
2018
Q3 		$377K Buy
4,644
+139
+3% +$12K ﹤0.01% 1911
2018
Q2 		$387K Buy
4,505
+111
+3% +$9.11K ﹤0.01% 1877
2018
Q1 		$333K Sell
4,394
-284
-6% -$22.8K ﹤0.01% 1898
2017
Q4 		$381K Buy
4,678
+603
+15% +$51.2K ﹤0.01% 1836
2017
Q3 		$351K Buy
4,075
+931
+30% +$72.4K ﹤0.01% 1839
2017
Q2 		$248K Buy
3,144
+393
+14% +$31.6K ﹤0.01% 2002
2017
Q1 		$222K Sell
2,751
-49
-2% -$4.31K ﹤0.01% 1991
2016
Q4 		$265K Buy
+2,800
New +$234K ﹤0.01% 1853

Other funds holding TMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Aperio Group's TMP Position: Q4 2020 in Review

Aperio Group opened a new position in Tompkins Financial (TMP) in Q4 2020: 2,955 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #2298 among its holdings. This is a return to the name: Aperio Group previously reported a position in TMP as recently as Q1 2020.

Aperio Group first reported a position in TMP in Q4 2016 and has held it in 15 quarters since. The position peaked at $477K in Q4 2019. 139 funds tracked by Wall St. Rank hold TMP as of Q4 2020.

  • Aperio Group held 2,955 shares of Tompkins Financial worth $209K as of Q4 2020.
  • Tompkins Financial was a new Aperio Group position in Q4 2020.
  • Tompkins Financial made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2298 holding.
  • Aperio Group first reported a position in Tompkins Financial in Q4 2016 and has held it in 15 quarters since.
  • Aperio Group's Tompkins Financial position peaked at $477K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.