Advisory Research’s Columbus McKinnon CMCO Stock Holding History

Advisory Research’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
2020 Q1	–	Sell	-31,669	Closed	-$1.27M	–	291
2019 Q4	$1.27M	Buy	31,669 +4,803	+18%	+$186K	0.06%	155
2019 Q3	$979K	Buy	26,866 +21,473	+398%	+$797K	0.05%	190
2019 Q2	$226K	Buy	+5,393	New	+$205K	﹤0.01%	350

Other funds holding CMCO

BlackRock New York $5.72T AUM 30.48% 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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Advisory Research's CMCO Position: Q1 2020 in Review

Advisory Research sold out of Columbus McKinnon (CMCO) in Q1 2020, closing a stake of 31,669 shares — an estimated $1.27M sold.

Advisory Research first reported a position in CMCO in Q2 2019 and held it in 3 quarters. The position peaked at $1.27M in Q4 2019. 146 funds tracked by Wall St. Rank hold CMCO as of Q1 2020.

Advisory Research reported no remaining Columbus McKinnon position as of Q1 2020 after selling out during the quarter.
Advisory Research sold 31,669 Columbus McKinnon shares in Q1 2020, an estimated $1.27M.
Advisory Research first reported a position in Columbus McKinnon in Q2 2019 and held it in 3 quarters.
Advisory Research's Columbus McKinnon position peaked at $1.27M in Q4 2019.
146 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2020.

Based on Advisory Research's 13F filing for Q1 2020, filed 12 May 2020.