TF
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return