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Buck Wealth Strategies’s Columbus McKinnon CMCO Stock Holding History

Buck Wealth Strategies’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
Q2 		– Sell
-50,247
Closed -$2.24M – 77
2024
Q1 		$2.24M Buy
+50,247
New +$2.03M 0.77% 32
2023
Q4 		– Sell
-2,387
Closed -$83.3K – 112
2023
Q3 		$83.3K Buy
+2,387
New +$91K 0.03% 87

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Buck Wealth Strategies's CMCO Position: Q2 2024 in Review

Buck Wealth Strategies sold out of Columbus McKinnon (CMCO) in Q2 2024, closing a stake of 50,247 shares — an estimated $2.24M sold.

Buck Wealth Strategies first reported a position in CMCO in Q3 2023 and held it in 2 quarters. The position peaked at $2.24M in Q1 2024. 212 funds tracked by Wall St. Rank hold CMCO as of Q2 2024.

  • Buck Wealth Strategies reported no remaining Columbus McKinnon position as of Q2 2024 after selling out during the quarter.
  • Buck Wealth Strategies sold 50,247 Columbus McKinnon shares in Q2 2024, an estimated $2.24M.
  • Buck Wealth Strategies first reported a position in Columbus McKinnon in Q3 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's Columbus McKinnon position peaked at $2.24M in Q1 2024.
  • 212 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2024.

Based on Buck Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.