Bailard’s Columbus McKinnon CMCO Stock Holding History

Bailard’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
2024 Q1	–	Sell	-6,600	Closed	-$258K	–	748
2023 Q4	$258K	Buy	+6,600	New	+$232K	0.01%	588
2019 Q1	–	Sell	-9,500	Closed	-$286K	–	548
2018 Q4	$286K	Sell	9,500 -1,800	-16%	-$61.1K	0.02%	428
2018 Q3	$447K	Buy	+11,300	New	+$472K	0.03%	400

Other funds holding CMCO

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

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

GKIM

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

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bailard's CMCO Position: Q1 2024 in Review

Bailard sold out of Columbus McKinnon (CMCO) in Q1 2024, closing a stake of 6,600 shares — an estimated $258K sold.

Bailard first reported a position in CMCO in Q3 2018 and held it in 3 quarters. The position peaked at $447K in Q3 2018. 205 funds tracked by Wall St. Rank hold CMCO as of Q1 2024.

Bailard reported no remaining Columbus McKinnon position as of Q1 2024 after selling out during the quarter.
Bailard sold 6,600 Columbus McKinnon shares in Q1 2024, an estimated $258K.
Bailard first reported a position in Columbus McKinnon in Q3 2018 and held it in 3 quarters.
Bailard's Columbus McKinnon position peaked at $447K in Q3 2018.
205 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2024.

Based on Bailard's 13F filing for Q1 2024, filed 8 May 2024.