Brinker Capital’s Columbus McKinnon CMCO Stock Holding History

Brinker Capital’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
2020 Q2	$621K	Buy	18,554 +990	+6%	+$27.3K	0.02%	657
2020 Q1	$439K	Sell	17,564 -50	-0.3%	-$1.66K	0.02%	681
2019 Q4	$705K	Buy	17,614 +523	+3%	+$20.2K	0.02%	619
2019 Q3	$623K	Sell	17,091 -2,428	-12%	-$90.1K	0.02%	642
2019 Q2	$819K	Sell	19,519 -123	-0.6%	-$4.68K	0.03%	545
2019 Q1	$675K	Buy	19,642 +7,210	+58%	+$251K	0.03%	588
2018 Q4	$375K	Sell	12,432 -1,073	-8%	-$36.4K	0.02%	678
2018 Q3	$534K	Buy	13,505 +265	+2%	+$11.1K	0.02%	694
2018 Q2	$574K	Buy	13,240 +644	+5%	+$25K	0.02%	658
2018 Q1	$451K	Sell	12,596 -988	-7%	-$37.9K	0.02%	738
2017 Q4	$543K	Sell	13,584 -1,850	-12%	-$70.8K	0.02%	666
2017 Q3	$584K	Buy	+15,434	New	+$471K	0.02%	611

Other funds holding CMCO

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Brinker Capital's CMCO Position: Q2 2020 in Review

Brinker Capital increased its Columbus McKinnon (CMCO) stake by 5.6% in Q2 2020, buying an estimated $27.3K and bringing the position to 18,554 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #657.

Brinker Capital first reported a position in CMCO in Q3 2017 and has held it in 12 quarters since. The position peaked at $819K in Q2 2019. 140 funds tracked by Wall St. Rank hold CMCO as of Q2 2020.

Brinker Capital held 18,554 shares of Columbus McKinnon worth $621K as of Q2 2020.
Brinker Capital bought 990 Columbus McKinnon shares in Q2 2020, an estimated $27.3K.
Columbus McKinnon made up 0.02% of Brinker Capital's portfolio in Q2 2020, its #657 holding.
Brinker Capital first reported a position in Columbus McKinnon in Q3 2017 and has held it in 12 quarters since.
Brinker Capital's Columbus McKinnon position peaked at $819K in Q2 2019.
140 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.