Tompkins Financial’s Stoneridge SRI Stock Holding History

Tompkins Financial’s Portfolio SRI Stock Details SRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-20	Closed	-$1K	–	525
2020 Q4	$1K	Buy	+20	New	+$518	﹤0.01%	500

Other funds holding SRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

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

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

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Tompkins Financial's SRI Position: Q1 2021 in Review

Tompkins Financial sold out of Stoneridge (SRI) in Q1 2021, closing a stake of 20 shares — an estimated $1K sold.

Tompkins Financial first reported a position in SRI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 120 funds tracked by Wall St. Rank hold SRI as of Q1 2021.

Tompkins Financial reported no remaining Stoneridge position as of Q1 2021 after selling out during the quarter.
Tompkins Financial sold 20 Stoneridge shares in Q1 2021, an estimated $1K.
Tompkins Financial first reported a position in Stoneridge in Q4 2020 and held it in 1 quarter.
Tompkins Financial's Stoneridge position peaked at $1K in Q4 2020.
120 funds tracked by Wall St. Rank held Stoneridge as of Q1 2021.

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