Tompkins Financial’s Healthcare Services Group HCSG Stock Holding History

Tompkins Financial’s Portfolio HCSG Stock Details HCSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$40K	Buy	1,417 +97	+7%	+$2.93K	0.01%	269
2020 Q4	$37K	Hold	1,320	–	–	0.01%	270
2020 Q3	$28K	Buy	1,320 +578	+78%	+$13.5K	0.01%	282
2020 Q2	$18K	Sell	742 -254	-26%	-$6.01K	﹤0.01%	294
2020 Q1	$24K	Buy	+996	New	+$25.6K	0.01%	276
2019 Q4	–	Sell	-988	Closed	-$24K	–	408
2019 Q3	$24K	Hold	988	–	–	﹤0.01%	285
2019 Q2	$30K	Buy	+988	New	+$32.7K	0.01%	270
2018 Q2	–	Sell	-220	Closed	-$10K	–	427
2018 Q1	$10K	Buy	+220	New	+$10.8K	﹤0.01%	362
2016 Q3	–	Sell	-90	Closed	-$4K	–	420
2016 Q2	$4K	Buy	+90	New	+$3.45K	﹤0.01%	461

Other funds holding HCSG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Tompkins Financial's HCSG Position: Q1 2021 in Review

Tompkins Financial increased its Healthcare Services Group (HCSG) stake by 7.3% in Q1 2021, buying an estimated $2.93K and bringing the position to 1,417 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #269.

Tompkins Financial first reported a position in HCSG in Q2 2016 and has held it in 9 quarters since. 251 funds tracked by Wall St. Rank hold HCSG as of Q1 2021.

Tompkins Financial held 1,417 shares of Healthcare Services Group worth $40K as of Q1 2021.
Tompkins Financial bought 97 Healthcare Services Group shares in Q1 2021, an estimated $2.93K.
Healthcare Services Group made up 0.01% of Tompkins Financial's portfolio in Q1 2021, its #269 holding.
Tompkins Financial first reported a position in Healthcare Services Group in Q2 2016 and has held it in 9 quarters since.
251 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2021.

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