Cary Street Partners Investment Advisory’s Columbus McKinnon CMCO Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-105	Closed	-$3.67K	–	834
2023 Q3	$3.67K	Hold	105	–	–	﹤0.01%	1564
2023 Q2	$4.27K	Hold	105	–	–	﹤0.01%	1449
2023 Q1	$3.9K	Hold	105	–	–	﹤0.01%	1377
2022 Q4	$3.41K	Buy	+105	New	+$3.1K	﹤0.01%	1410

Other funds holding CMCO

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's CMCO Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Columbus McKinnon (CMCO) in Q4 2023, closing a stake of 105 shares — an estimated $3.67K sold.

Cary Street Partners Investment Advisory first reported a position in CMCO in Q4 2022 and held it in 4 quarters. The position peaked at $4.27K in Q2 2023. 191 funds tracked by Wall St. Rank hold CMCO as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Columbus McKinnon position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 105 Columbus McKinnon shares in Q4 2023, an estimated $3.67K.
Cary Street Partners Investment Advisory first reported a position in Columbus McKinnon in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Columbus McKinnon position peaked at $4.27K in Q2 2023.
191 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.