Concourse Financial Group Securities’s Columbus McKinnon CMCO Stock Holding History

Concourse Financial Group Securities’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 Q3	–	Sell	-26	Closed	-$991	–	2322
2023 Q2	$1.06K	Hold	26	–	–	﹤0.01%	2125
2023 Q1	$966	Sell	26 -15	-37%	-$544	﹤0.01%	2170
2022 Q4	$1.33K	Buy	41 +7	+21%	+$207	﹤0.01%	2111
2022 Q3	$1K	Sell	34 -5	-13%	-$152	﹤0.01%	1854
2022 Q2	$1K	Sell	39 -5	-11%	-$172	﹤0.01%	2088
2022 Q1	$2K	Buy	44 +10	+29%	+$452	﹤0.01%	2001
2021 Q4	$2K	Buy	34 +6	+21%	+$290	﹤0.01%	2185
2021 Q3	$1K	Buy	+28	New	+$1.27K	﹤0.01%	2294

Other funds holding CMCO

Franklin Resources San Mateo, California $462B AUM 39.16% 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 $23.2B AUM 40.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Concourse Financial Group Securities's CMCO Position: Q3 2023 in Review

Concourse Financial Group Securities sold out of Columbus McKinnon (CMCO) in Q3 2023, closing a stake of 26 shares — an estimated $991 sold.

Concourse Financial Group Securities first reported a position in CMCO in Q3 2021 and held it in 8 quarters. The position peaked at $2K in Q1 2022. 174 funds tracked by Wall St. Rank hold CMCO as of Q3 2023.

Concourse Financial Group Securities reported no remaining Columbus McKinnon position as of Q3 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 26 Columbus McKinnon shares in Q3 2023, an estimated $991.
Concourse Financial Group Securities first reported a position in Columbus McKinnon in Q3 2021 and held it in 8 quarters.
Concourse Financial Group Securities's Columbus McKinnon position peaked at $2K in Q1 2022.
174 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2023.

Based on Concourse Financial Group Securities's 13F filing for Q3 2023, filed 25 Oct 2023.