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Colonial Trust’s Columbus McKinnon CMCO Stock Holding History

Colonial Trust’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 		– Sell
-1,179
Closed -$40.7K – 1111
2024
Q2 		$40.7K Sell
1,179
-18
-2% -$730 0.01% 547
2024
Q1 		$53.4K Sell
1,197
-76
-6% -$3.07K 0.01% 499
2023
Q4 		$49.7K Hold
1,273
– – 0.01% 504
2023
Q3 		$44.4K Hold
1,273
– – 0.01% 494
2023
Q2 		$51.7K Sell
1,273
-29
-2% -$1.07K 0.01% 474
2023
Q1 		$48.4K Hold
1,302
– – 0.01% 465
2022
Q4 		$42.3K Buy
+1,302
New +$38.5K 0.01% 469

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

Colonial Trust's CMCO Position: Q3 2024 in Review

Colonial Trust sold out of Columbus McKinnon (CMCO) in Q3 2024, closing a stake of 1,179 shares — an estimated $40.7K sold.

Colonial Trust first reported a position in CMCO in Q4 2022 and held it in 7 quarters. The position peaked at $53.4K in Q1 2024. 207 funds tracked by Wall St. Rank hold CMCO as of Q3 2024.

  • Colonial Trust reported no remaining Columbus McKinnon position as of Q3 2024 after selling out during the quarter.
  • Colonial Trust sold 1,179 Columbus McKinnon shares in Q3 2024, an estimated $40.7K.
  • Colonial Trust first reported a position in Columbus McKinnon in Q4 2022 and held it in 7 quarters.
  • Colonial Trust's Columbus McKinnon position peaked at $53.4K in Q1 2024.
  • 207 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2024.

Based on Colonial Trust's 13F filing for Q3 2024, filed 12 Nov 2024.