Tompkins Financial’s Exponent EXPO Stock Holding History

Tompkins Financial’s Portfolio EXPO Stock Details EXPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-784	Closed	-$45K	–	366
2019 Q1	$45K	Hold	784	–	–	0.01%	238
2018 Q4	$40K	Hold	784	–	–	0.01%	247
2018 Q3	$42K	Sell	784 -84	-10%	-$4.3K	0.01%	263
2018 Q2	$42K	Hold	868	–	–	0.01%	269
2018 Q1	$34K	Hold	868	–	–	0.01%	270
2017 Q4	$31K	Hold	868	–	–	0.01%	254
2017 Q3	$32K	Hold	868	–	–	0.01%	252
2017 Q2	$25K	Hold	868	–	–	0.01%	268
2017 Q1	$26K	Hold	868	–	–	0.01%	262
2016 Q4	$26K	Buy	+868	New	+$25.2K	0.01%	263
2016 Q3	–	Sell	-130	Closed	-$4K	–	410
2016 Q2	$4K	Buy	+130	New	+$3.38K	﹤0.01%	460

Other funds holding EXPO

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Tompkins Financial's EXPO Position: Q2 2019 in Review

Tompkins Financial sold out of Exponent (EXPO) in Q2 2019, closing a stake of 784 shares — an estimated $45K sold.

Tompkins Financial first reported a position in EXPO in Q2 2016 and held it in 11 quarters. The position peaked at $45K in Q1 2019. 263 funds tracked by Wall St. Rank hold EXPO as of Q2 2019.

Tompkins Financial reported no remaining Exponent position as of Q2 2019 after selling out during the quarter.
Tompkins Financial sold 784 Exponent shares in Q2 2019, an estimated $45K.
Tompkins Financial first reported a position in Exponent in Q2 2016 and held it in 11 quarters.
Tompkins Financial's Exponent position peaked at $45K in Q1 2019.
263 funds tracked by Wall St. Rank held Exponent as of Q2 2019.

Based on Tompkins Financial's 13F filing for Q2 2019, filed 17 Jul 2019.