FinTrust Capital Advisors’s Columbus McKinnon CMCO Stock Holding History

FinTrust Capital 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 Q3	$5.36K	Hold	149	–	–	﹤0.01%	1072
2024 Q2	$5.15K	Hold	149	–	–	﹤0.01%	1043
2024 Q1	$6.65K	Hold	149	–	–	﹤0.01%	930
2023 Q4	$5.81K	Buy	149 +106	+247%	+$3.72K	﹤0.01%	925
2023 Q3	$1.5K	Sell	43 -24	-36%	-$915	﹤0.01%	1061
2023 Q2	$2.18K	Hold	67	–	–	﹤0.01%	991
2023 Q1	$2.18K	Hold	67	–	–	﹤0.01%	983
2022 Q4	$2.17K	Sell	67 -127	-65%	-$3.75K	﹤0.01%	980
2022 Q3	$5K	Sell	194 -59	-23%	-$1.8K	﹤0.01%	1012
2022 Q2	$8K	Hold	253	–	–	﹤0.01%	940
2022 Q1	$10K	Buy	253 +138	+120%	+$6.24K	﹤0.01%	937
2021 Q4	$5K	Buy	115 +9	+8%	+$434	﹤0.01%	1018
2021 Q3	$5K	Buy	+106	New	+$4.8K	﹤0.01%	1020

Other funds holding CMCO

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

GKIM

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

FinTrust Capital Advisors's CMCO Position: Q3 2024 in Review

FinTrust Capital Advisors held its Columbus McKinnon (CMCO) position steady in Q3 2024 at 149 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

FinTrust Capital Advisors first reported a position in CMCO in Q3 2021 and has held it in 13 quarters since. The position peaked at $10K in Q1 2022. 207 funds tracked by Wall St. Rank hold CMCO as of Q3 2024.

FinTrust Capital Advisors held 149 shares of Columbus McKinnon worth $5.36K as of Q3 2024.
FinTrust Capital Advisors left its Columbus McKinnon share count unchanged in Q3 2024.
Columbus McKinnon made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1072 holding.
FinTrust Capital Advisors first reported a position in Columbus McKinnon in Q3 2021 and has held it in 13 quarters since.
FinTrust Capital Advisors's Columbus McKinnon position peaked at $10K in Q1 2022.
207 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.