Tompkins Financial’s C.H. Robinson CHRW Stock Holding History

Tompkins Financial’s Portfolio CHRW Stock Details CHRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-69	Closed	-$7.07K	–	555
2025 Q1	$7.07K	Buy	+69	New	+$6.97K	﹤0.01%	470
2021 Q1	–	Sell	-125	Closed	-$12K	–	436
2020 Q4	$12K	Hold	125	–	–	﹤0.01%	350
2020 Q3	$13K	Hold	125	–	–	﹤0.01%	309
2020 Q2	$10K	Hold	125	–	–	﹤0.01%	316
2020 Q1	$8K	Hold	125	–	–	﹤0.01%	334
2019 Q4	$10K	Sell	125 -653	-84%	-$52K	﹤0.01%	344
2019 Q3	$66K	Hold	778	–	–	0.01%	208
2019 Q2	$66K	Hold	778	–	–	0.01%	217
2019 Q1	$68K	Hold	778	–	–	0.01%	211
2018 Q4	$65K	Sell	778 -492	-39%	-$44K	0.01%	212
2018 Q3	$124K	Sell	1,270 -545	-30%	-$51.1K	0.03%	195
2018 Q2	$152K	Hold	1,815	–	–	0.03%	188
2018 Q1	$170K	Buy	+1,815	New	+$167K	0.04%	176
2017 Q4	–	Sell	-350	Closed	-$27K	–	397
2017 Q3	$27K	Buy	350 +265	+312%	+$18.4K	0.01%	272
2017 Q2	$6K	Sell	85 -670	-89%	-$47.5K	﹤0.01%	331
2017 Q1	$58K	Hold	755	–	–	0.01%	217
2016 Q4	$55K	Hold	755	–	–	0.01%	209
2016 Q3	$53K	Hold	755	–	–	0.02%	212
2016 Q2	$56K	Buy	+755	New	+$55.2K	0.02%	238

Other funds holding CHRW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return