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Ergoteles’s Tompkins Financial TMP Stock Holding History

Ergoteles’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
2023
Q2 		– Sell
-7,200
Closed -$477K – 1529
2023
Q1 		$477K Buy
+7,200
New +$530K 0.02% 750
2022
Q2 		– Sell
-18,673
Closed -$1.46M – 2002
2022
Q1 		$1.46M Buy
+18,673
New +$1.5M 0.06% 329
2021
Q4 		– Sell
-4,300
Closed -$348K – 1595
2021
Q3 		$348K Buy
+4,300
New +$334K 0.01% 734

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ergoteles's TMP Position: Q2 2023 in Review

Ergoteles sold out of Tompkins Financial (TMP) in Q2 2023, closing a stake of 7,200 shares — an estimated $477K sold.

Ergoteles first reported a position in TMP in Q3 2021 and held it in 3 quarters. The position peaked at $1.46M in Q1 2022. 139 funds tracked by Wall St. Rank hold TMP as of Q2 2023.

  • Ergoteles reported no remaining Tompkins Financial position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 7,200 Tompkins Financial shares in Q2 2023, an estimated $477K.
  • Ergoteles first reported a position in Tompkins Financial in Q3 2021 and held it in 3 quarters.
  • Ergoteles's Tompkins Financial position peaked at $1.46M in Q1 2022.
  • 139 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.