Tompkins Financial’s M.D.C. Holdings, Inc. MDC Stock Holding History

Tompkins Financial’s Portfolio MDC Stock Details MDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-660	Closed	-$41.5K	–	658
2024 Q1	$41.5K	Hold	660	–	–	﹤0.01%	372
2023 Q4	$36.5K	Hold	660	–	–	﹤0.01%	375
2023 Q3	$27.2K	Hold	660	–	–	﹤0.01%	380
2023 Q2	$30.9K	Hold	660	–	–	﹤0.01%	378
2023 Q1	$25.7K	Hold	660	–	–	﹤0.01%	399
2022 Q4	$21K	Hold	660	–	–	﹤0.01%	412
2022 Q3	$18K	Hold	660	–	–	﹤0.01%	423
2022 Q2	$21K	Hold	660	–	–	﹤0.01%	405
2022 Q1	$25K	Buy	+660	New	+$30.1K	﹤0.01%	416
2021 Q1	–	Sell	-11	Closed	–	–	555
2020 Q4	$0	Buy	+11	New	+$490	﹤0.01%	569

Other funds holding MDC

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Tompkins Financial's MDC Position: Q2 2024 in Review

Tompkins Financial sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 660 shares — an estimated $41.5K sold.

Tompkins Financial first reported a position in MDC in Q4 2020 and held it in 10 quarters. The position peaked at $41.5K in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

Tompkins Financial reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
Tompkins Financial sold 660 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $41.5K.
Tompkins Financial first reported a position in M.D.C. Holdings, Inc. in Q4 2020 and held it in 10 quarters.
Tompkins Financial's M.D.C. Holdings, Inc. position peaked at $41.5K in Q1 2024.
4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

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