Foresters Investment Management’s Columbus McKinnon CMCO Stock Holding History

Foresters Investment 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
2019 Q3	$8.71M	Sell	239,200 -23,900	-9%	-$887K	0.17%	198
2019 Q2	$11M	Buy	263,100 +17,500	+7%	+$666K	0.2%	172
2019 Q1	$8.44M	Buy	245,600 +15,000	+7%	+$522K	0.15%	222
2018 Q4	$6.95M	Buy	230,600 +79,400	+53%	+$2.69M	0.13%	228
2018 Q3	$5.98M	Buy	151,200 +14,000	+10%	+$585K	0.09%	282
2018 Q2	$5.95M	Buy	+137,200	New	+$5.32M	0.1%	258

Other funds holding CMCO

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Foresters Investment Management's CMCO Position: Q3 2019 in Review

Foresters Investment Management reduced its Columbus McKinnon (CMCO) stake by 9.1% in Q3 2019, selling an estimated $887K and leaving 239,200 shares worth $8.71M. The position accounts for 0.17% of the portfolio, ranked #198.

Foresters Investment Management first reported a position in CMCO in Q2 2018 and has held it in 6 quarters since. The position peaked at $11M in Q2 2019. 168 funds tracked by Wall St. Rank hold CMCO as of Q3 2019.

Foresters Investment Management held 239,200 shares of Columbus McKinnon worth $8.71M as of Q3 2019.
Foresters Investment Management sold 23,900 Columbus McKinnon shares in Q3 2019, an estimated $887K.
Columbus McKinnon made up 0.17% of Foresters Investment Management's portfolio in Q3 2019, its #198 holding.
Foresters Investment Management first reported a position in Columbus McKinnon in Q2 2018 and has held it in 6 quarters since.
Foresters Investment Management's Columbus McKinnon position peaked at $11M in Q2 2019.
168 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.