Altshuler Shaham’s Columbus McKinnon CMCO Stock Holding History

Altshuler Shaham’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
2022 Q3	–	Sell	-1,720	Closed	-$49K	–	469
2022 Q2	$49K	Sell	1,720 -53	-3%	-$1.82K	﹤0.01%	259
2022 Q1	$75K	Buy	+1,773	New	+$80.1K	﹤0.01%	310
2021 Q3	–	Sell	-4,917	Closed	-$237K	–	535
2021 Q2	$237K	Buy	+4,917	New	+$252K	﹤0.01%	272

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Altshuler Shaham's CMCO Position: Q3 2022 in Review

Altshuler Shaham sold out of Columbus McKinnon (CMCO) in Q3 2022, closing a stake of 1,720 shares — an estimated $49K sold.

Altshuler Shaham first reported a position in CMCO in Q2 2021 and held it in 3 quarters. The position peaked at $237K in Q2 2021. 143 funds tracked by Wall St. Rank hold CMCO as of Q3 2022.

Altshuler Shaham reported no remaining Columbus McKinnon position as of Q3 2022 after selling out during the quarter.
Altshuler Shaham sold 1,720 Columbus McKinnon shares in Q3 2022, an estimated $49K.
Altshuler Shaham first reported a position in Columbus McKinnon in Q2 2021 and held it in 3 quarters.
Altshuler Shaham's Columbus McKinnon position peaked at $237K in Q2 2021.
143 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2022.

Based on Altshuler Shaham's 13F filing for Q3 2022, filed 14 Nov 2022.