TF
X

Tompkins Financial’s US Steel X Stock Holding History

Tompkins Financial’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-200
Closed -$8.16K – 651
2024
Q1 		$8.16K Buy
+200
New +$9.15K ﹤0.01% 518
2023
Q4 		– Sell
-200
Closed -$6.5K – 679
2023
Q3 		$6.5K Hold
200
– – ﹤0.01% 496
2023
Q2 		$5K Hold
200
– – ﹤0.01% 520
2023
Q1 		$5.22K Hold
200
– – ﹤0.01% 528
2022
Q4 		$5K Hold
200
– – ﹤0.01% 532
2022
Q3 		$4K Hold
200
– – ﹤0.01% 539
2022
Q2 		$4K Hold
200
– – ﹤0.01% 521
2022
Q1 		$8K Hold
200
– – ﹤0.01% 507
2021
Q4 		$5K Hold
200
– – ﹤0.01% 311
2021
Q3 		$4K Buy
+200
New +$5K ﹤0.01% 361
2021
Q1 		$5K Hold
200
– – ﹤0.01% 399
2020
Q4 		$3K Hold
200
– – ﹤0.01% 419
2020
Q3 		$1K Hold
200
– – ﹤0.01% 379
2020
Q2 		$1K Hold
200
– – ﹤0.01% 369
2020
Q1 		$1K Buy
+200
New +$1.68K ﹤0.01% 406
2016
Q1 		– Sell
-3
Closed – – 556
2015
Q4 		$0 Hold
3
– – ﹤0.01% 542
2015
Q3 		$0 Hold
3
– – ﹤0.01% 515
2015
Q2 		$0 Hold
3
– – ﹤0.01% 549
2015
Q1 		$0 Hold
3
– – ﹤0.01% 540
2014
Q4 		$0 Hold
3
– – ﹤0.01% 502
2014
Q3 		$0 Hold
3
– – ﹤0.01% 519
2014
Q2 		$0 Hold
3
– – ﹤0.01% 545
2014
Q1 		$0 Hold
3
– – ﹤0.01% 548
2013
Q4 		$0 Buy
+3
New +$77 ﹤0.01% 552

Other funds holding X

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 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
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tompkins Financial's X Position: Q2 2024 in Review

Tompkins Financial sold out of US Steel (X) in Q2 2024, closing a stake of 200 shares — an estimated $8.16K sold.

Tompkins Financial first reported a position in X in Q4 2013 and held it in 24 quarters. The position peaked at $8.16K in Q1 2024. 468 funds tracked by Wall St. Rank hold X as of Q2 2024.

  • Tompkins Financial reported no remaining US Steel position as of Q2 2024 after selling out during the quarter.
  • Tompkins Financial sold 200 US Steel shares in Q2 2024, an estimated $8.16K.
  • Tompkins Financial first reported a position in US Steel in Q4 2013 and held it in 24 quarters.
  • Tompkins Financial's US Steel position peaked at $8.16K in Q1 2024.
  • 468 funds tracked by Wall St. Rank held US Steel as of Q2 2024.

Based on Tompkins Financial's 13F filing for Q2 2024, filed 17 Jul 2024.