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Cascade Investment Advisors’s Columbus McKinnon CMCO Stock Holding History

Cascade Investment Advisors’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
2025
Q1 		– Sell
-33,110
Closed -$1.23M – 115
2024
Q4 		$1.23M Buy
33,110
+590
+2% +$21.4K 0.79% 62
2024
Q3 		$1.17M Buy
32,520
+2,820
+9% +$95.7K 0.75% 74
2024
Q2 		$1.03M Buy
29,700
+1,640
+6% +$66.5K 0.69% 77
2024
Q1 		$1.25M Buy
28,060
+435
+2% +$17.6K 0.82% 57
2023
Q4 		$1.08M Buy
27,625
+1,495
+6% +$52.5K 0.77% 66
2023
Q3 		$912K Buy
+26,130
New +$996K 0.72% 72

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cascade Investment Advisors's CMCO Position: Q1 2025 in Review

Cascade Investment Advisors sold out of Columbus McKinnon (CMCO) in Q1 2025, closing a stake of 33,110 shares — an estimated $1.23M sold.

Cascade Investment Advisors first reported a position in CMCO in Q3 2023 and held it in 6 quarters. The position peaked at $1.25M in Q1 2024. 208 funds tracked by Wall St. Rank hold CMCO as of Q1 2025.

  • Cascade Investment Advisors reported no remaining Columbus McKinnon position as of Q1 2025 after selling out during the quarter.
  • Cascade Investment Advisors sold 33,110 Columbus McKinnon shares in Q1 2025, an estimated $1.23M.
  • Cascade Investment Advisors first reported a position in Columbus McKinnon in Q3 2023 and held it in 6 quarters.
  • Cascade Investment Advisors's Columbus McKinnon position peaked at $1.25M in Q1 2024.
  • 208 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2025.

Based on Cascade Investment Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.