AssetMark Inc
CMCO icon

AssetMark Inc’s Columbus McKinnon CMCO Stock Holding History

AssetMark Inc’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
2025
Q1 		– Sell
-51
Closed -$1.9K – 2645
2024
Q4 		$1.9K Buy
51
+44
+629% +$1.6K ﹤0.01% 2131
2024
Q3 		$252 Buy
+7
New +$237 ﹤0.01% 2147
2019
Q2 		– Sell
-2
Closed – – 1343
2019
Q1 		$0 Hold
2
– – ﹤0.01% 1366
2018
Q4 		$0 Hold
2
– – ﹤0.01% 1445
2018
Q3 		$0 Hold
2
– – ﹤0.01% 1407
2018
Q2 		$0 Hold
2
– – ﹤0.01% 1402
2018
Q1 		$0 Hold
2
– – ﹤0.01% 1510
2017
Q4 		$0 Sell
2
-19
-90% -$728 ﹤0.01% 1906
2017
Q3 		$1K Sell
21
-16
-43% -$489 ﹤0.01% 1333
2017
Q2 		$1K Buy
37
+19
+106% +$492 ﹤0.01% 1280
2017
Q1 		$0 Buy
18
+16
+800% +$421 ﹤0.01% 1290
2016
Q4 		$0 Hold
2
– – ﹤0.01% 1260
2016
Q3 		$0 Hold
2
– – ﹤0.01% 1215
2016
Q2 		$0 Hold
2
– – ﹤0.01% 1179
2016
Q1 		$0 Hold
2
– – ﹤0.01% 1204
2015
Q4 		$0 Sell
2
-1
-33% -$19 ﹤0.01% 1381
2015
Q3 		$0 Sell
3
-25,476
-100% -$533K ﹤0.01% 741
2015
Q2 		$637K Sell
25,479
-961
-4% -$23.9K 0.01% 352
2015
Q1 		$712K Sell
26,440
-760
-3% -$19.6K 0.02% 330
2014
Q4 		$763K Sell
27,200
-1,219
-4% -$31.7K 0.02% 329
2014
Q3 		$625K Sell
28,419
-1,361
-5% -$34.3K 0.01% 351
2014
Q2 		$806K Buy
29,780
+13,891
+87% +$380K 0.02% 335
2014
Q1 		$426K Sell
15,889
-1,794
-10% -$46.5K 0.01% 327
2013
Q4 		$480K Buy
+17,683
New +$462K 0.01% 323

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AssetMark Inc's CMCO Position: Q1 2025 in Review

AssetMark Inc sold out of Columbus McKinnon (CMCO) in Q1 2025, closing a stake of 51 shares — an estimated $1.9K sold.

AssetMark Inc first reported a position in CMCO in Q4 2013 and held it in 24 quarters. The position peaked at $806K in Q2 2014. 208 funds tracked by Wall St. Rank hold CMCO as of Q1 2025.

  • AssetMark Inc reported no remaining Columbus McKinnon position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 51 Columbus McKinnon shares in Q1 2025, an estimated $1.9K.
  • AssetMark Inc first reported a position in Columbus McKinnon in Q4 2013 and held it in 24 quarters.
  • AssetMark Inc's Columbus McKinnon position peaked at $806K in Q2 2014.
  • 208 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.