CCP
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Carmel Capital Partners’s Columbus McKinnon CMCO Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-6,179
Closed -$222K – 150
2024
Q3 		$222K Buy
6,179
+66
+1% +$2.24K 0.09% 156
2024
Q2 		$211K Buy
6,113
+18
+0.3% +$730 0.09% 151
2024
Q1 		$272K Hold
6,095
– – 0.11% 124
2023
Q4 		$238K Buy
6,095
+5,326
+693% +$187K 0.12% 131
2023
Q3 		$26.8K Buy
+769
New +$29.3K 0.01% 313

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Carmel Capital Partners's CMCO Position: Q4 2024 in Review

Carmel Capital Partners sold out of Columbus McKinnon (CMCO) in Q4 2024, closing a stake of 6,179 shares — an estimated $222K sold.

Carmel Capital Partners first reported a position in CMCO in Q3 2023 and held it in 5 quarters. The position peaked at $272K in Q1 2024. 200 funds tracked by Wall St. Rank hold CMCO as of Q4 2024.

  • Carmel Capital Partners reported no remaining Columbus McKinnon position as of Q4 2024 after selling out during the quarter.
  • Carmel Capital Partners sold 6,179 Columbus McKinnon shares in Q4 2024, an estimated $222K.
  • Carmel Capital Partners first reported a position in Columbus McKinnon in Q3 2023 and held it in 5 quarters.
  • Carmel Capital Partners's Columbus McKinnon position peaked at $272K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2024.

Based on Carmel Capital Partners's 13F filing for Q4 2024, filed 6 Feb 2025.