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Ellevest Inc’s Columbus McKinnon CMCO Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-45
Closed -$2K – 1447
2021
Q4 		$2K Buy
45
+7
+18% +$338 ﹤0.01% 1145
2021
Q3 		$2K Buy
38
+27
+245% +$1.22K ﹤0.01% 1117
2021
Q2 		$1K Hold
11
– – ﹤0.01% 1130
2021
Q1 		$1K Hold
11
– – ﹤0.01% 1131
2020
Q4 		$0 Buy
+11
New +$414 ﹤0.01% 1208

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ellevest Inc's CMCO Position: Q1 2022 in Review

Ellevest Inc sold out of Columbus McKinnon (CMCO) in Q1 2022, closing a stake of 45 shares — an estimated $2K sold.

Ellevest Inc first reported a position in CMCO in Q4 2020 and held it in 5 quarters. The position peaked at $2K in Q4 2021. 159 funds tracked by Wall St. Rank hold CMCO as of Q1 2022.

  • Ellevest Inc reported no remaining Columbus McKinnon position as of Q1 2022 after selling out during the quarter.
  • Ellevest Inc sold 45 Columbus McKinnon shares in Q1 2022, an estimated $2K.
  • Ellevest Inc first reported a position in Columbus McKinnon in Q4 2020 and held it in 5 quarters.
  • Ellevest Inc's Columbus McKinnon position peaked at $2K in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2022.

Based on Ellevest Inc's 13F filing for Q1 2022, filed 19 Apr 2022.