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Aperio Group’s Columbus McKinnon CMCO Stock Holding History

Aperio Group’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
Q4 		$279K Buy
7,270
+118
+2% +$4.44K ﹤0.01% 2213
2020
Q3 		$237K Buy
7,152
+337
+5% +$11.7K ﹤0.01% 2160
2020
Q2 		$228K Sell
6,815
-1,225
-15% -$33.8K ﹤0.01% 2141
2020
Q1 		$201K Buy
8,040
+1,216
+18% +$40.4K ﹤0.01% 2092
2019
Q4 		$273K Sell
6,824
-315
-4% -$12.2K ﹤0.01% 2098
2019
Q3 		$260K Buy
7,139
+1,195
+20% +$44.4K ﹤0.01% 2075
2019
Q2 		$249K Buy
5,944
+91
+2% +$3.46K ﹤0.01% 2091
2019
Q1 		$201K Buy
+5,853
New +$204K ﹤0.01% 2163

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aperio Group's CMCO Position: Q4 2020 in Review

Aperio Group increased its Columbus McKinnon (CMCO) stake by 1.6% in Q4 2020, buying an estimated $4.44K and bringing the position to 7,270 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Aperio Group first reported a position in CMCO in Q1 2019 and has held it in 8 quarters since. 134 funds tracked by Wall St. Rank hold CMCO as of Q4 2020.

  • Aperio Group held 7,270 shares of Columbus McKinnon worth $279K as of Q4 2020.
  • Aperio Group bought 118 Columbus McKinnon shares in Q4 2020, an estimated $4.44K.
  • Columbus McKinnon made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2213 holding.
  • Aperio Group first reported a position in Columbus McKinnon in Q1 2019 and has held it in 8 quarters since.
  • 134 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.