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Ellsworth Advisors’s Columbus McKinnon CMCO Stock Holding History

Ellsworth Advisors’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
-107,508
Closed -$4.19M – 176
2023
Q4 		$4.19M Buy
107,508
+3,345
+3% +$117K 1.33% 32
2023
Q3 		$3.42M Buy
+104,163
New +$3.97M 1.21% 38

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

Ellsworth Advisors's CMCO Position: Q1 2024 in Review

Ellsworth Advisors sold out of Columbus McKinnon (CMCO) in Q1 2024, closing a stake of 107,508 shares — an estimated $4.19M sold.

Ellsworth Advisors first reported a position in CMCO in Q3 2023 and held it in 2 quarters. The position peaked at $4.19M in Q4 2023. 205 funds tracked by Wall St. Rank hold CMCO as of Q1 2024.

  • Ellsworth Advisors reported no remaining Columbus McKinnon position as of Q1 2024 after selling out during the quarter.
  • Ellsworth Advisors sold 107,508 Columbus McKinnon shares in Q1 2024, an estimated $4.19M.
  • Ellsworth Advisors first reported a position in Columbus McKinnon in Q3 2023 and held it in 2 quarters.
  • Ellsworth Advisors's Columbus McKinnon position peaked at $4.19M in Q4 2023.
  • 205 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2024.

Based on Ellsworth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.