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Cornerstone Planning Group’s Columbus McKinnon CMCO Stock Holding History

Cornerstone Planning Group’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 -$1.06K – 1229
2023
Q2 		$1.06K Buy
+26
New +$961 ﹤0.01% 1336
2022
Q4 		$894 Buy
+26
New +$768 ﹤0.01% 1381

Other funds holding CMCO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cornerstone Planning Group's CMCO Position: Q3 2023 in Review

Cornerstone Planning Group sold out of Columbus McKinnon (CMCO) in Q3 2023, closing a stake of 26 shares — an estimated $1.06K sold.

Cornerstone Planning Group first reported a position in CMCO in Q4 2022 and held it in 2 quarters. The position peaked at $1.06K in Q2 2023. 174 funds tracked by Wall St. Rank hold CMCO as of Q3 2023.

  • Cornerstone Planning Group reported no remaining Columbus McKinnon position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 26 Columbus McKinnon shares in Q3 2023, an estimated $1.06K.
  • Cornerstone Planning Group first reported a position in Columbus McKinnon in Q4 2022 and held it in 2 quarters.
  • Cornerstone Planning Group's Columbus McKinnon position peaked at $1.06K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2023.

Based on Cornerstone Planning Group's 13F filing for Q3 2023, filed 8 Nov 2023.