Great Diamond Partners’s Tompkins Financial TMP Stock Holding History

Great Diamond Partners’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 Q1	–	Sell	-369	Closed	-$33K	–	551
2019 Q4	$33K	Buy	+369	New	+$31.9K	0.01%	374

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BTW

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

Great Diamond Partners's TMP Position: Q1 2020 in Review

Great Diamond Partners sold out of Tompkins Financial (TMP) in Q1 2020, closing a stake of 369 shares — an estimated $33K sold.

Great Diamond Partners first reported a position in TMP in Q4 2019 and held it in 1 quarter. The position peaked at $33K in Q4 2019. 143 funds tracked by Wall St. Rank hold TMP as of Q1 2020.

Great Diamond Partners reported no remaining Tompkins Financial position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 369 Tompkins Financial shares in Q1 2020, an estimated $33K.
Great Diamond Partners first reported a position in Tompkins Financial in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Tompkins Financial position peaked at $33K in Q4 2019.
143 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.