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Mutual of America Capital Management’s Tompkins Financial TMP Stock Holding History

Mutual of America Capital Management’s Portfolio TMP Stock Details TMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,642
Closed -$205K – 1477
2022
Q4 		$205K Buy
2,642
+134
+5% +$10.7K ﹤0.01% 1382
2022
Q3 		$182K Buy
2,508
+532
+27% +$39.8K ﹤0.01% 1388
2022
Q2 		$142K Buy
1,976
+266
+16% +$19.7K ﹤0.01% 1430
2022
Q1 		$134K Buy
1,710
+88
+5% +$7.09K ﹤0.01% 1453
2021
Q4 		$136K Buy
1,622
+30
+2% +$2.46K ﹤0.01% 1455
2021
Q3 		$129K Sell
1,592
-124
-7% -$9.62K ﹤0.01% 1464
2021
Q2 		$133K Buy
1,716
+96
+6% +$7.73K ﹤0.01% 1496
2021
Q1 		$134K Buy
1,620
+110
+7% +$8.66K ﹤0.01% 1471
2020
Q4 		$107K Buy
1,510
+61
+4% +$3.86K ﹤0.01% 1456
2020
Q3 		$82K Buy
1,449
+857
+145% +$54.5K ﹤0.01% 1437
2020
Q2 		$38K Buy
592
+57
+11% +$3.72K ﹤0.01% 1413
2020
Q1 		$38K Buy
535
+99
+23% +$8.2K ﹤0.01% 1350
2019
Q4 		$40K Sell
436
-25
-5% -$2.16K ﹤0.01% 1411
2019
Q3 		$37K Buy
461
+17
+4% +$1.36K ﹤0.01% 1422
2019
Q2 		$36K Buy
444
+91
+26% +$7.21K ﹤0.01% 1424
2019
Q1 		$27K Buy
353
+44
+14% +$3.42K ﹤0.01% 1456
2018
Q4 		$23K Buy
309
+74
+31% +$5.67K ﹤0.01% 1435
2018
Q3 		$19K Buy
235
+190
+422% +$16.4K ﹤0.01% 1494
2018
Q2 		$4K Buy
+45
New +$3.69K ﹤0.01% 1473

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mutual of America Capital Management's TMP Position: Q1 2023 in Review

Mutual of America Capital Management sold out of Tompkins Financial (TMP) in Q1 2023, closing a stake of 2,642 shares — an estimated $205K sold.

Mutual of America Capital Management first reported a position in TMP in Q2 2018 and held it in 19 quarters. The position peaked at $205K in Q4 2022. 151 funds tracked by Wall St. Rank hold TMP as of Q1 2023.

  • Mutual of America Capital Management reported no remaining Tompkins Financial position as of Q1 2023 after selling out during the quarter.
  • Mutual of America Capital Management sold 2,642 Tompkins Financial shares in Q1 2023, an estimated $205K.
  • Mutual of America Capital Management first reported a position in Tompkins Financial in Q2 2018 and held it in 19 quarters.
  • Mutual of America Capital Management's Tompkins Financial position peaked at $205K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2023.

Based on Mutual of America Capital Management's 13F filing for Q1 2023, filed 4 May 2023.