Bank of Montreal
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Bank of Montreal’s Columbus McKinnon CMCO Stock Holding History

Bank of Montreal’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
-10,562
Closed -$424K – 3932
2023
Q4 		$424K Buy
10,562
+3,406
+48% +$120K ﹤0.01% 2626
2023
Q3 		$256K Buy
7,156
+17
+0.2% +$648 ﹤0.01% 2918
2023
Q2 		$296K Sell
7,139
-1,781
-20% -$65.8K ﹤0.01% 2958
2023
Q1 		$340K Buy
8,920
+1,741
+24% +$63.1K ﹤0.01% 2702
2022
Q4 		$235K Buy
+7,179
New +$212K ﹤0.01% 3067
2022
Q3 		– Sell
-7,403
Closed -$229 – 4111
2022
Q2 		$229 Buy
7,403
+1,588
+27% +$54.6K ﹤0.01% 3186
2022
Q1 		$263K Buy
5,815
+375
+7% +$16.9K ﹤0.01% 3269
2021
Q4 		$253K Sell
5,440
-253,760
-98% -$12.2M ﹤0.01% 2835
2021
Q3 		$12.8M Sell
259,200
-9,604
-4% -$435K 0.01% 1155
2021
Q2 		$13M Buy
268,804
+54,164
+25% +$2.78M 0.01% 1134
2021
Q1 		$11.3M Sell
214,640
-27,203
-11% -$1.3M 0.01% 946
2020
Q4 		$10.2M Sell
241,843
-452
-0.2% -$17K 0.01% 1003
2020
Q3 		$8.37M Buy
242,295
+10,363
+4% +$360K 0.01% 932
2020
Q2 		$7.34M Buy
231,932
+126,590
+120% +$3.49M 0.01% 995
2020
Q1 		$2.26M Buy
105,342
+15,133
+17% +$503K ﹤0.01% 1371
2019
Q4 		$3.61M Buy
90,209
+28,407
+46% +$1.1M ﹤0.01% 1546
2019
Q3 		$2.25M Buy
61,802
+15,321
+33% +$569K ﹤0.01% 1611
2019
Q2 		$1.95M Sell
46,481
-1,868
-4% -$71.1K ﹤0.01% 1709
2019
Q1 		$1.66M Sell
48,349
-1,962
-4% -$68.3K ﹤0.01% 1783
2018
Q4 		$1.52M Buy
50,311
+6,326
+14% +$215K ﹤0.01% 1668
2018
Q3 		$1.74M Buy
43,985
+11,149
+34% +$466K ﹤0.01% 1745
2018
Q2 		$1.42M Sell
32,836
-1,857
-5% -$71.9K ﹤0.01% 1813
2018
Q1 		$1.24M Buy
34,693
+223
+0.6% +$8.55K ﹤0.01% 1814
2017
Q4 		$1.38M Buy
34,470
+3,440
+11% +$132K ﹤0.01% 1795
2017
Q3 		$1.18M Sell
31,030
-39
-0.1% -$1.19K ﹤0.01% 1901
2017
Q2 		$790K Buy
+31,069
New +$804K ﹤0.01% 2088
2017
Q1 		– Sell
-36,074
Closed -$949K – 3991
2016
Q4 		$949K Buy
36,074
+6,909
+24% +$155K ﹤0.01% 1907
2016
Q3 		$520K Sell
29,165
-9,916
-25% -$166K ﹤0.01% 2075
2016
Q2 		$553K Sell
39,081
-2,027
-5% -$31.3K ﹤0.01% 2078
2016
Q1 		$648K Sell
41,108
-1,586
-4% -$23.4K ﹤0.01% 1934
2015
Q4 		$807K Buy
42,694
+38,142
+838% +$737K ﹤0.01% 1805
2015
Q3 		$83K Sell
4,552
-1,662
-27% -$34.8K ﹤0.01% 2712
2015
Q2 		$155K Sell
6,214
-442
-7% -$11K ﹤0.01% 2516
2015
Q1 		$179K Buy
+6,656
New +$172K ﹤0.01% 2410
2014
Q3 		– Sell
-12,016
Closed -$325K – 4062
2014
Q2 		$325K Sell
12,016
-14,330
-54% -$392K ﹤0.01% 2303
2014
Q1 		$706K Buy
26,346
+415
+2% +$10.8K ﹤0.01% 1870
2013
Q4 		$704K Sell
25,931
-313
-1% -$8.18K ﹤0.01% 1650
2013
Q3 		$631K Sell
26,244
-1,520
-5% -$34.9K ﹤0.01% 1691
2013
Q2 		$592K Buy
+27,764
New +$543K ﹤0.01% 1654

Other funds holding CMCO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
Vanguard Group
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lord, Abbett & Co
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's CMCO Position: Q1 2024 in Review

Bank of Montreal sold out of Columbus McKinnon (CMCO) in Q1 2024, closing a stake of 10,562 shares — an estimated $424K sold.

Bank of Montreal first reported a position in CMCO in Q2 2013 and held it in 39 quarters. The position peaked at $13M in Q2 2021. 205 funds tracked by Wall St. Rank hold CMCO as of Q1 2024.

  • Bank of Montreal reported no remaining Columbus McKinnon position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 10,562 Columbus McKinnon shares in Q1 2024, an estimated $424K.
  • Bank of Montreal first reported a position in Columbus McKinnon in Q2 2013 and held it in 39 quarters.
  • Bank of Montreal's Columbus McKinnon position peaked at $13M in Q2 2021.
  • 205 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.