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Cerity Partners OCIO’s Tompkins Financial TMP Stock Holding History

Cerity Partners OCIO’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
Q3 		– Sell
-3,228
Closed -$233K – 442
2022
Q2 		$233K Sell
3,228
-14
-0.4% -$1.04K 0.01% 382
2022
Q1 		$254K Buy
3,242
+3
+0.1% +$242 0.01% 379
2021
Q4 		$271K Sell
3,239
-182
-5% -$14.9K 0.01% 374
2021
Q3 		$277K Buy
3,421
+4
+0.1% +$310 0.01% 368
2021
Q2 		$265K Buy
3,417
+4
+0.1% +$322 0.01% 360
2021
Q1 		$282K Buy
3,413
+3
+0.1% +$236 0.01% 334
2020
Q4 		$241K Buy
+3,410
New +$216K 0.01% 338

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cerity Partners OCIO's TMP Position: Q3 2022 in Review

Cerity Partners OCIO sold out of Tompkins Financial (TMP) in Q3 2022, closing a stake of 3,228 shares — an estimated $233K sold.

Cerity Partners OCIO first reported a position in TMP in Q4 2020 and held it in 7 quarters. The position peaked at $282K in Q1 2021. 151 funds tracked by Wall St. Rank hold TMP as of Q3 2022.

  • Cerity Partners OCIO reported no remaining Tompkins Financial position as of Q3 2022 after selling out during the quarter.
  • Cerity Partners OCIO sold 3,228 Tompkins Financial shares in Q3 2022, an estimated $233K.
  • Cerity Partners OCIO first reported a position in Tompkins Financial in Q4 2020 and held it in 7 quarters.
  • Cerity Partners OCIO's Tompkins Financial position peaked at $282K in Q1 2021.
  • 151 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2022.

Based on Cerity Partners OCIO's 13F filing for Q3 2022, filed 20 Oct 2022.