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Boston Trust Walden’s Tompkins Financial TMP Stock Holding History

Boston Trust Walden’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
2024
Q1 		– Sell
-162,182
Closed -$9.77M – 383
2023
Q4 		$9.77M Sell
162,182
-52,150
-24% -$2.83M 0.07% 195
2023
Q3 		$10.5M Buy
214,332
+4,093
+2% +$222K 0.09% 191
2023
Q2 		$11.7M Buy
210,239
+5,982
+3% +$344K 0.1% 187
2023
Q1 		$13.5M Buy
204,257
+5,905
+3% +$434K 0.12% 183
2022
Q4 		$15.4M Sell
198,352
-1,017
-0.5% -$81K 0.14% 184
2022
Q3 		$14.5M Buy
199,369
+6,080
+3% +$455K 0.14% 180
2022
Q2 		$13.9M Buy
193,289
+1,672
+0.9% +$124K 0.13% 189
2022
Q1 		$15M Buy
191,617
+4,537
+2% +$366K 0.12% 188
2021
Q4 		$15.6M Sell
187,080
-302
-0.2% -$24.8K 0.13% 189
2021
Q3 		$15.2M Buy
187,382
+3,187
+2% +$247K 0.13% 188
2021
Q2 		$14.3M Sell
184,195
-5,497
-3% -$442K 0.13% 197
2021
Q1 		$15.7M Sell
189,692
-1,436
-0.8% -$113K 0.15% 184
2020
Q4 		$13.5M Sell
191,128
-1,621
-0.8% -$103K 0.14% 189
2020
Q3 		$10.9M Buy
192,749
+8,378
+5% +$533K 0.14% 190
2020
Q2 		$11.9M Buy
184,371
+14,954
+9% +$976K 0.16% 184
2020
Q1 		$12.2M Buy
169,417
+3,827
+2% +$317K 0.19% 158
2019
Q4 		$15.2M Buy
165,590
+2,994
+2% +$259K 0.18% 168
2019
Q3 		$13.2M Buy
162,596
+959
+0.6% +$76.7K 0.17% 178
2019
Q2 		$13.2M Sell
161,637
-2,222
-1% -$176K 0.17% 171
2019
Q1 		$12.5M Buy
163,859
+3,719
+2% +$289K 0.17% 169
2018
Q4 		$12M Sell
160,140
-9,983
-6% -$765K 0.19% 156
2018
Q3 		$13.8M Sell
170,123
-9,022
-5% -$780K 0.19% 148
2018
Q2 		$15.4M Sell
179,145
-3,797
-2% -$312K 0.23% 135
2018
Q1 		$13.9M Buy
182,942
+31,506
+21% +$2.53M 0.21% 135
2017
Q4 		$12.3M Sell
151,436
-4,306
-3% -$366K 0.18% 160
2017
Q3 		$13.4M Buy
155,742
+28,375
+22% +$2.21M 0.21% 144
2017
Q2 		$10M Sell
127,367
-7,520
-6% -$606K 0.16% 173
2017
Q1 		$10.9M Sell
134,887
-13,137
-9% -$1.15M 0.17% 172
2016
Q4 		$14M Sell
148,024
-6,988
-5% -$585K 0.22% 157
2016
Q3 		$11.8M Buy
155,012
+587
+0.4% +$42K 0.2% 167
2016
Q2 		$10M Sell
154,425
-797
-0.5% -$52.3K 0.17% 172
2016
Q1 		$9.93M Sell
155,222
-3,459
-2% -$197K 0.17% 176
2015
Q4 		$8.91M Sell
158,681
-10,596
-6% -$610K 0.17% 181
2015
Q3 		$9.03M Sell
169,277
-6,489
-4% -$346K 0.15% 192
2015
Q2 		$9.44M Sell
175,766
-2,670
-1% -$141K 0.14% 191
2015
Q1 		$9.61M Sell
178,436
-3,549
-2% -$187K 0.14% 180
2014
Q4 		$10.1M Sell
181,985
-7,857
-4% -$388K 0.15% 179
2014
Q3 		$8.37M Buy
189,842
+42,395
+29% +$1.93M 0.13% 187
2014
Q2 		$7.1M Buy
+147,447
New +$6.98M 0.1% 186

Other funds holding TMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Trust Walden's TMP Position: Q1 2024 in Review

Boston Trust Walden sold out of Tompkins Financial (TMP) in Q1 2024, closing a stake of 162,182 shares — an estimated $9.77M sold.

Boston Trust Walden first reported a position in TMP in Q2 2014 and held it in 39 quarters. The position peaked at $15.7M in Q1 2021. 147 funds tracked by Wall St. Rank hold TMP as of Q1 2024.

  • Boston Trust Walden reported no remaining Tompkins Financial position as of Q1 2024 after selling out during the quarter.
  • Boston Trust Walden sold 162,182 Tompkins Financial shares in Q1 2024, an estimated $9.77M.
  • Boston Trust Walden first reported a position in Tompkins Financial in Q2 2014 and held it in 39 quarters.
  • Boston Trust Walden's Tompkins Financial position peaked at $15.7M in Q1 2021.
  • 147 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2024.

Based on Boston Trust Walden's 13F filing for Q1 2024, filed 22 Apr 2024.