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Dopkins Wealth Management’s Columbus McKinnon CMCO Stock Holding History

Dopkins Wealth 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
2022
Q3 		– Sell
-8,430
Closed -$239K – 41
2022
Q2 		$239K Hold
8,430
– – 0.26% 34
2022
Q1 		$357K Hold
8,430
– – 0.39% 26
2021
Q4 		$390K Buy
+8,430
New +$407K 0.38% 26

Other funds holding CMCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dopkins Wealth Management's CMCO Position: Q3 2022 in Review

Dopkins Wealth Management sold out of Columbus McKinnon (CMCO) in Q3 2022, closing a stake of 8,430 shares — an estimated $239K sold.

Dopkins Wealth Management first reported a position in CMCO in Q4 2021 and held it in 3 quarters. The position peaked at $390K in Q4 2021. 143 funds tracked by Wall St. Rank hold CMCO as of Q3 2022.

  • Dopkins Wealth Management reported no remaining Columbus McKinnon position as of Q3 2022 after selling out during the quarter.
  • Dopkins Wealth Management sold 8,430 Columbus McKinnon shares in Q3 2022, an estimated $239K.
  • Dopkins Wealth Management first reported a position in Columbus McKinnon in Q4 2021 and held it in 3 quarters.
  • Dopkins Wealth Management's Columbus McKinnon position peaked at $390K in Q4 2021.
  • 143 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2022.

Based on Dopkins Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.