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Chartwell Investment Partners’s Columbus McKinnon CMCO Stock Holding History

Chartwell Investment 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
Q3 		$12.5M Buy
345,855
+63,331
+22% +$2.15M 0.43% 59
2024
Q2 		$9.76M Sell
282,524
-12,805
-4% -$519K 0.34% 92
2024
Q1 		$13.2M Sell
295,329
-63,455
-18% -$2.57M 0.46% 46
2023
Q4 		$14M Sell
358,784
-12,095
-3% -$425K 0.49% 44
2023
Q3 		$12.9M Sell
370,879
-16,113
-4% -$614K 0.5% 44
2023
Q2 		$15.7M Sell
386,992
-10,473
-3% -$387K 0.57% 29
2023
Q1 		$14.8M Sell
397,465
-11,159
-3% -$404K 0.56% 40
2022
Q4 		$13.3M Buy
408,624
+60,717
+17% +$1.79M 0.52% 52
2022
Q3 		$9.1M Sell
347,907
-5,609
-2% -$171K 0.39% 87
2022
Q2 		$10M Sell
353,516
-11,426
-3% -$393K 0.4% 81
2022
Q1 		$15.5M Buy
364,942
+8,723
+2% +$394K 0.52% 46
2021
Q4 		$16.5M Buy
356,219
+122,018
+52% +$5.89M 0.48% 62
2021
Q3 		$11.3M Buy
+234,201
New +$10.6M 0.35% 105
2015
Q3 		– Sell
-303,956
Closed -$7.6M – 307
2015
Q2 		$7.6M Sell
303,956
-60,386
-17% -$1.5M 0.15% 201
2015
Q1 		$9.81M Sell
364,342
-154,155
-30% -$3.98M 0.19% 188
2014
Q4 		$14.5M Sell
518,497
-85,045
-14% -$2.21M 0.3% 132
2014
Q3 		$13.3M Buy
603,542
+27,985
+5% +$706K 0.3% 131
2014
Q2 		$15.6M Buy
575,557
+71,637
+14% +$1.96M 0.32% 127
2014
Q1 		$13.5M Buy
+503,920
New +$13.1M 0.27% 151

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chartwell Investment Partners's CMCO Position: Q3 2024 in Review

Chartwell Investment Partners increased its Columbus McKinnon (CMCO) stake by 22% in Q3 2024, buying an estimated $2.15M and bringing the position to 345,855 shares worth $12.5M. The position accounts for 0.43% of the portfolio, ranked #59.

Chartwell Investment Partners first reported a position in CMCO in Q1 2014 and has held it in 19 quarters since. The position peaked at $16.5M in Q4 2021. 207 funds tracked by Wall St. Rank hold CMCO as of Q3 2024.

  • Chartwell Investment Partners held 345,855 shares of Columbus McKinnon worth $12.5M as of Q3 2024.
  • Chartwell Investment Partners bought 63,331 Columbus McKinnon shares in Q3 2024, an estimated $2.15M.
  • Columbus McKinnon made up 0.43% of Chartwell Investment Partners's portfolio in Q3 2024, its #59 holding.
  • Chartwell Investment Partners first reported a position in Columbus McKinnon in Q1 2014 and has held it in 19 quarters since.
  • Chartwell Investment Partners's Columbus McKinnon position peaked at $16.5M in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.