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Cresset Asset Management’s Columbus McKinnon CMCO Stock Holding History

Cresset Asset Management’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
Q4 		– Sell
-5,840
Closed -$210K – 1850
2024
Q3 		$210K Sell
5,840
-196
-3% -$6.65K ﹤0.01% 1967
2024
Q2 		$208K Buy
6,036
+447
+8% +$18.1K ﹤0.01% 1879
2024
Q1 		$249K Buy
5,589
+149
+3% +$6.03K ﹤0.01% 1670
2023
Q4 		$212K Buy
+5,440
New +$191K ﹤0.01% 1675

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cresset Asset Management's CMCO Position: Q4 2024 in Review

Cresset Asset Management sold out of Columbus McKinnon (CMCO) in Q4 2024, closing a stake of 5,840 shares — an estimated $210K sold.

Cresset Asset Management first reported a position in CMCO in Q4 2023 and held it in 4 quarters. The position peaked at $249K in Q1 2024. 200 funds tracked by Wall St. Rank hold CMCO as of Q4 2024.

  • Cresset Asset Management reported no remaining Columbus McKinnon position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 5,840 Columbus McKinnon shares in Q4 2024, an estimated $210K.
  • Cresset Asset Management first reported a position in Columbus McKinnon in Q4 2023 and held it in 4 quarters.
  • Cresset Asset Management's Columbus McKinnon position peaked at $249K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.