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Tompkins Financial’s Stride LRN Stock Holding History

Tompkins Financial’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-18
Closed – – 478
2020
Q4 		$0 Buy
+18
New +$447 ﹤0.01% 554

Other funds holding LRN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tompkins Financial's LRN Position: Q1 2021 in Review

Tompkins Financial sold out of Stride (LRN) in Q1 2021, closing a stake of 18 shares.

Tompkins Financial first reported a position in LRN in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 164 funds tracked by Wall St. Rank hold LRN as of Q1 2021.

  • Tompkins Financial reported no remaining Stride position as of Q1 2021 after selling out during the quarter.
  • Tompkins Financial sold 18 Stride shares in Q1 2021.
  • Tompkins Financial first reported a position in Stride in Q4 2020 and held it in 1 quarter.
  • Tompkins Financial's Stride position peaked at $0 in Q4 2020.
  • 164 funds tracked by Wall St. Rank held Stride as of Q1 2021.

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