Covestor’s Columbus McKinnon CMCO Stock Holding History

Covestor’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
2026 Q1	$130K	Buy	8,941 +8,936	+178,720%	+$167K	0.09%	191
2025 Q4	$0	Hold	5	–	–	﹤0.01%	2321
2025 Q3	$0	Sell	5 -66	-93%	-$993	﹤0.01%	2341
2025 Q2	$1K	Buy	71 +60	+545%	+$917	﹤0.01%	1954
2025 Q1	$0	Sell	11 -14	-56%	-$364	﹤0.01%	2280
2024 Q4	$1K	Buy	25 +10	+67%	+$363	﹤0.01%	2005
2024 Q3	$1K	Buy	15 +12	+400%	+$407	﹤0.01%	1922
2024 Q2	$0	Hold	3	–	–	﹤0.01%	2291
2024 Q1	$0	Hold	3	–	–	﹤0.01%	2295
2023 Q4	$0	Hold	3	–	–	﹤0.01%	2201
2023 Q3	$0	Sell	3 -1	-25%	-$38	﹤0.01%	2174
2023 Q2	$0	Hold	4	–	–	﹤0.01%	2183
2023 Q1	$0	Sell	4 -77	-95%	-$2.79K	﹤0.01%	2082
2022 Q4	$3K	Buy	81 +75	+1,250%	+$2.22K	﹤0.01%	1679
2022 Q3	$0	Sell	6 -1	-14%	-$30	﹤0.01%	2057
2022 Q2	$0	Sell	7 -2	-22%	-$69	﹤0.01%	1969
2022 Q1	$0	Hold	9	–	–	﹤0.01%	2154
2021 Q4	$0	Buy	+9	New	+$434	﹤0.01%	2149

Other funds holding CMCO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stanley Capital Management Houston, Texas $598M AUM 33.22% 1-Year Est. Return

Geode Capital Management

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

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return