Tompkins Financial’s Columbus McKinnon CMCO Stock Holding History

Tompkins Financial’s Portfolio CMCO Stock Details CMCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-21	Closed	-$1K	–	438
2020 Q4	$1K	Buy	+21	New	+$790	﹤0.01%	447

Other funds holding CMCO

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tompkins Financial's CMCO Position: Q1 2021 in Review

Tompkins Financial sold out of Columbus McKinnon (CMCO) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Tompkins Financial first reported a position in CMCO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 133 funds tracked by Wall St. Rank hold CMCO as of Q1 2021.

Tompkins Financial reported no remaining Columbus McKinnon position as of Q1 2021 after selling out during the quarter.
Tompkins Financial sold 21 Columbus McKinnon shares in Q1 2021, an estimated $1K.
Tompkins Financial first reported a position in Columbus McKinnon in Q4 2020 and held it in 1 quarter.
Tompkins Financial's Columbus McKinnon position peaked at $1K in Q4 2020.
133 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2021.

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