Handelsbanken Fonder’s Tompkins Financial TMP Stock Holding History

Handelsbanken Fonder’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 Q4	–	Sell	-4,158	Closed	-$204K	–	1602
2023 Q3	$204K	Hold	4,158	–	–	﹤0.01%	1459
2023 Q2	$232K	Hold	4,158	–	–	﹤0.01%	1453
2023 Q1	$275K	Hold	4,158	–	–	﹤0.01%	1328
2022 Q4	$323K	Sell	4,158 -200	-5%	-$15.9K	﹤0.01%	1205
2022 Q3	$316K	Hold	4,358	–	–	﹤0.01%	1225
2022 Q2	$314K	Sell	4,358 -900	-17%	-$66.6K	﹤0.01%	1305
2022 Q1	$412K	Hold	5,258	–	–	﹤0.01%	1331
2021 Q4	$439K	Hold	5,258	–	–	﹤0.01%	1439
2021 Q3	$425K	Hold	5,258	–	–	﹤0.01%	1449
2021 Q2	$408K	Buy	5,258 +1,000	+23%	+$80.5K	﹤0.01%	1518
2021 Q1	$352K	Hold	4,258	–	–	﹤0.01%	1381
2020 Q4	$301K	Hold	4,258	–	–	﹤0.01%	1410
2020 Q3	$242K	Sell	4,258 -300	-7%	-$19.1K	﹤0.01%	1333
2020 Q2	$295K	Buy	+4,558	New	+$297K	﹤0.01%	1228

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Handelsbanken Fonder's TMP Position: Q4 2023 in Review

Handelsbanken Fonder sold out of Tompkins Financial (TMP) in Q4 2023, closing a stake of 4,158 shares — an estimated $204K sold.

Handelsbanken Fonder first reported a position in TMP in Q2 2020 and held it in 14 quarters. The position peaked at $439K in Q4 2021. 147 funds tracked by Wall St. Rank hold TMP as of Q4 2023.

Handelsbanken Fonder reported no remaining Tompkins Financial position as of Q4 2023 after selling out during the quarter.
Handelsbanken Fonder sold 4,158 Tompkins Financial shares in Q4 2023, an estimated $204K.
Handelsbanken Fonder first reported a position in Tompkins Financial in Q2 2020 and held it in 14 quarters.
Handelsbanken Fonder's Tompkins Financial position peaked at $439K in Q4 2021.
147 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2023.

Based on Handelsbanken Fonder's 13F filing for Q4 2023, filed 1 Feb 2024.