Baker Avenue Asset Management’s Columbus McKinnon CMCO Stock Holding History

Baker Avenue Asset Management’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
2023 Q4	–	Sell	-105	Closed	-$3.67K	–	579
2023 Q3	$3.67K	Buy	+105	New	+$4K	﹤0.01%	1013
2014 Q3	–	Sell	-7,975	Closed	-$216K	–	274
2014 Q2	$216K	Buy	+7,975	New	+$218K	0.03%	265
2014 Q1	–	Sell	-7,975	Closed	-$216K	–	202
2013 Q4	$216K	Buy	+7,975	New	+$208K	0.04%	226

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Baker Avenue Asset Management's CMCO Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Columbus McKinnon (CMCO) in Q4 2023, closing a stake of 105 shares — an estimated $3.67K sold.

Baker Avenue Asset Management first reported a position in CMCO in Q4 2013 and held it in 3 quarters. The position peaked at $216K in Q2 2014. 191 funds tracked by Wall St. Rank hold CMCO as of Q4 2023.

Baker Avenue Asset Management reported no remaining Columbus McKinnon position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 105 Columbus McKinnon shares in Q4 2023, an estimated $3.67K.
Baker Avenue Asset Management first reported a position in Columbus McKinnon in Q4 2013 and held it in 3 quarters.
Baker Avenue Asset Management's Columbus McKinnon position peaked at $216K in Q2 2014.
191 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.