D.A. Davidson & Co’s Columbus McKinnon CMCO Stock Holding History

D.A. Davidson & Co’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 Q1	–	Sell	-9,226	Closed	-$360K	–	1402
2023 Q4	$360K	Buy	9,226 +72	+0.8%	+$2.53K	﹤0.01%	1065
2023 Q3	$320K	Sell	9,154 -47	-0.5%	-$1.79K	﹤0.01%	1063
2023 Q2	$374K	Buy	9,201 +697	+8%	+$25.8K	﹤0.01%	1009
2023 Q1	$316K	Sell	8,504 -15	-0.2%	-$544	﹤0.01%	1059
2022 Q4	$277K	Buy	8,519 +833	+11%	+$24.6K	﹤0.01%	1083
2022 Q3	$201K	Buy	+7,686	New	+$234K	﹤0.01%	1163
2022 Q2	–	Sell	-7,146	Closed	-$303K	–	1293
2022 Q1	$303K	Buy	+7,146	New	+$323K	﹤0.01%	1071

Other funds holding CMCO

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

D.A. Davidson & Co's CMCO Position: Q1 2024 in Review

D.A. Davidson & Co sold out of Columbus McKinnon (CMCO) in Q1 2024, closing a stake of 9,226 shares — an estimated $360K sold.

D.A. Davidson & Co first reported a position in CMCO in Q1 2022 and held it in 7 quarters. The position peaked at $374K in Q2 2023. 205 funds tracked by Wall St. Rank hold CMCO as of Q1 2024.

D.A. Davidson & Co reported no remaining Columbus McKinnon position as of Q1 2024 after selling out during the quarter.
D.A. Davidson & Co sold 9,226 Columbus McKinnon shares in Q1 2024, an estimated $360K.
D.A. Davidson & Co first reported a position in Columbus McKinnon in Q1 2022 and held it in 7 quarters.
D.A. Davidson & Co's Columbus McKinnon position peaked at $374K in Q2 2023.
205 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2024.

Based on D.A. Davidson & Co's 13F filing for Q1 2024, filed 13 May 2024.