FourThought Financial’s Columbus McKinnon CMCO Stock Holding History

FourThought Financial’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 Q3	$10K	Buy	371 +20	+6%	+$609	﹤0.01%	1029
2022 Q2	$10K	Hold	351	–	–	﹤0.01%	1018
2022 Q1	$15K	Sell	351 -40	-10%	-$1.81K	﹤0.01%	968
2021 Q4	$18K	Sell	391 -1,097	-74%	-$52.9K	﹤0.01%	944
2021 Q3	$71K	Buy	1,488 +10	+0.7%	+$453	0.01%	587
2021 Q2	$71K	Buy	+1,478	New	+$75.7K	0.01%	598

Other funds holding CMCO

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

GKIM

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

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

FourThought Financial's CMCO Position: Q3 2022 in Review

FourThought Financial increased its Columbus McKinnon (CMCO) stake by 5.7% in Q3 2022, buying an estimated $609 and bringing the position to 371 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

FourThought Financial first reported a position in CMCO in Q2 2021 and has held it in 6 quarters since. The position peaked at $71K in Q3 2021. 143 funds tracked by Wall St. Rank hold CMCO as of Q3 2022.

FourThought Financial held 371 shares of Columbus McKinnon worth $10K as of Q3 2022.
FourThought Financial bought 20 Columbus McKinnon shares in Q3 2022, an estimated $609.
Columbus McKinnon made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1029 holding.
FourThought Financial first reported a position in Columbus McKinnon in Q2 2021 and has held it in 6 quarters since.
FourThought Financial's Columbus McKinnon position peaked at $71K in Q3 2021.
143 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.