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Bowling Portfolio Management’s Columbus McKinnon CMCO Stock Holding History

Bowling Portfolio 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
2019
Q4 		– Sell
-11,662
Closed -$425K – 330
2019
Q3 		$425K Buy
+11,662
New +$433K 0.07% 283

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Bowling Portfolio Management's CMCO Position: Q4 2019 in Review

Bowling Portfolio Management sold out of Columbus McKinnon (CMCO) in Q4 2019, closing a stake of 11,662 shares — an estimated $425K sold.

Bowling Portfolio Management first reported a position in CMCO in Q3 2019 and held it in 1 quarter. The position peaked at $425K in Q3 2019. 166 funds tracked by Wall St. Rank hold CMCO as of Q4 2019.

  • Bowling Portfolio Management reported no remaining Columbus McKinnon position as of Q4 2019 after selling out during the quarter.
  • Bowling Portfolio Management sold 11,662 Columbus McKinnon shares in Q4 2019, an estimated $425K.
  • Bowling Portfolio Management first reported a position in Columbus McKinnon in Q3 2019 and held it in 1 quarter.
  • Bowling Portfolio Management's Columbus McKinnon position peaked at $425K in Q3 2019.
  • 166 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2019.

Based on Bowling Portfolio Management's 13F filing for Q4 2019, filed 17 Jan 2020.