Tompkins Financial’s BHP BHP Stock Holding History

Tompkins Financial’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$139K	Buy	+2,242	New	+$144K	0.02%	156
2018 Q4	–	Sell	-44	Closed	-$2K	–	405
2018 Q3	$2K	Buy	+44	New	+$1.91K	﹤0.01%	400
2017 Q4	–	Sell	-50	Closed	-$2K	–	390
2017 Q3	$2K	Hold	50	–	–	﹤0.01%	396
2017 Q2	$2K	Hold	50	–	–	﹤0.01%	353
2017 Q1	$2K	Hold	50	–	–	﹤0.01%	346
2016 Q4	$2K	Hold	50	–	–	﹤0.01%	356
2016 Q3	$2K	Hold	50	–	–	﹤0.01%	361
2016 Q2	$1K	Sell	50 -298	-86%	-$7.43K	﹤0.01%	511
2016 Q1	$8K	Hold	348	–	–	﹤0.01%	406
2015 Q4	$8K	Hold	348	–	–	﹤0.01%	430
2015 Q3	$10K	Hold	348	–	–	﹤0.01%	417
2015 Q2	$13K	Sell	348 -19	-5%	-$767	﹤0.01%	408
2015 Q1	$14K	Hold	367	–	–	﹤0.01%	406
2014 Q4	$15K	Sell	367 -3,684	-91%	-$170K	﹤0.01%	350
2014 Q3	$202K	Hold	4,051	–	–	0.05%	156
2014 Q2	$234K	Sell	4,051 -17	-0.4%	-$999	0.06%	150
2014 Q1	$233K	Hold	4,068	–	–	0.06%	149
2013 Q4	$235K	Hold	4,068	–	–	0.06%	147
2013 Q3	$229K	Sell	4,068 -1,466	-26%	-$79.7K	0.06%	143
2013 Q2	$269K	Buy	+5,534	New	+$307K	0.08%	133

Other funds holding BHP

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Tompkins Financial's BHP Position: Q1 2021 in Review

Tompkins Financial opened a new position in BHP (BHP) in Q1 2021: 2,242 shares worth $139K. The stake represents 0.02% of the portfolio and ranks #156 among its holdings. This is a return to the name: Tompkins Financial previously reported a position in BHP as recently as Q3 2018.

Tompkins Financial first reported a position in BHP in Q2 2013 and has held it in 20 quarters since. The position peaked at $269K in Q2 2013. 500 funds tracked by Wall St. Rank hold BHP as of Q1 2021.

Tompkins Financial held 2,242 shares of BHP worth $139K as of Q1 2021.
BHP was a new Tompkins Financial position in Q1 2021.
BHP made up 0.02% of Tompkins Financial's portfolio in Q1 2021, its #156 holding.
Tompkins Financial first reported a position in BHP in Q2 2013 and has held it in 20 quarters since.
Tompkins Financial's BHP position peaked at $269K in Q2 2013.
500 funds tracked by Wall St. Rank held BHP as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.