EAM
CMCO icon

Eagle Asset Management’s Columbus McKinnon CMCO Stock Holding History

Eagle 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
2023
Q4 		– Sell
-73,398
Closed -$2.56M – 568
2023
Q3 		$2.56M Sell
73,398
-1,276
-2% -$48.7K 0.02% 416
2023
Q2 		$3.04M Sell
74,674
-44,935
-38% -$1.66M 0.02% 408
2023
Q1 		$4.44M Buy
119,609
+29,937
+33% +$1.08M 0.03% 357
2022
Q4 		$2.92M Buy
89,672
+29,403
+49% +$869K 0.02% 396
2022
Q3 		$1.58M Sell
60,269
-1,474
-2% -$44.9K 0.01% 450
2022
Q2 		$1.75M Buy
61,743
+344
+0.6% +$11.8K 0.01% 448
2022
Q1 		$2.6M Sell
61,399
-160
-0.3% -$7.23K 0.01% 437
2021
Q4 		$2.84M Buy
61,559
+32,186
+110% +$1.55M 0.01% 459
2021
Q3 		$1.42M Buy
+29,373
New +$1.33M 0.01% 499
2019
Q4 		– Sell
-127,925
Closed -$4.66M – 643
2019
Q3 		$4.66M Buy
127,925
+6,162
+5% +$229K 0.02% 413
2019
Q2 		$5.11M Buy
+121,763
New +$4.63M 0.03% 400
2014
Q1 		– Sell
-231,138
Closed -$6.27M – 649
2013
Q4 		$6.27M Buy
231,138
+33,538
+17% +$876K 0.04% 390
2013
Q3 		$4.78M Buy
+197,600
New +$4.53M 0.02% 495

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
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

Eagle Asset Management's CMCO Position: Q4 2023 in Review

Eagle Asset Management sold out of Columbus McKinnon (CMCO) in Q4 2023, closing a stake of 73,398 shares — an estimated $2.56M sold.

Eagle Asset Management first reported a position in CMCO in Q3 2013 and held it in 13 quarters. The position peaked at $6.27M in Q4 2013. 191 funds tracked by Wall St. Rank hold CMCO as of Q4 2023.

  • Eagle Asset Management reported no remaining Columbus McKinnon position as of Q4 2023 after selling out during the quarter.
  • Eagle Asset Management sold 73,398 Columbus McKinnon shares in Q4 2023, an estimated $2.56M.
  • Eagle Asset Management first reported a position in Columbus McKinnon in Q3 2013 and held it in 13 quarters.
  • Eagle Asset Management's Columbus McKinnon position peaked at $6.27M in Q4 2013.
  • 191 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2023.

Based on Eagle Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.