CM
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Castleark Management’s Columbus McKinnon CMCO Stock Holding History

Castleark Management’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
2021
Q3 		– Sell
-91,812
Closed -$4.43M – 340
2021
Q2 		$4.43M Buy
+91,812
New +$4.7M 0.15% 143
2018
Q1 		– Sell
-228,432
Closed -$9.13M – 411
2017
Q4 		$9.13M Buy
228,432
+23,209
+11% +$889K 0.27% 123
2017
Q3 		$7.77M Buy
+205,223
New +$6.27M 0.24% 142

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Castleark Management's CMCO Position: Q3 2021 in Review

Castleark Management sold out of Columbus McKinnon (CMCO) in Q3 2021, closing a stake of 91,812 shares — an estimated $4.43M sold.

Castleark Management first reported a position in CMCO in Q3 2017 and held it in 3 quarters. The position peaked at $9.13M in Q4 2017. 137 funds tracked by Wall St. Rank hold CMCO as of Q3 2021.

  • Castleark Management reported no remaining Columbus McKinnon position as of Q3 2021 after selling out during the quarter.
  • Castleark Management sold 91,812 Columbus McKinnon shares in Q3 2021, an estimated $4.43M.
  • Castleark Management first reported a position in Columbus McKinnon in Q3 2017 and held it in 3 quarters.
  • Castleark Management's Columbus McKinnon position peaked at $9.13M in Q4 2017.
  • 137 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2021.

Based on Castleark Management's 13F filing for Q3 2021, filed 12 Nov 2021.