Glassman Wealth Services’s Columbus McKinnon CMCO Stock Holding History

Glassman Wealth Services’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
2021 Q3	–	Sell	-3	Closed	–	–	1617
2021 Q2	$0	Hold	3	–	–	﹤0.01%	1477
2021 Q1	$0	Buy	+3	New	+$143	﹤0.01%	1420

Other funds holding CMCO

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Glassman Wealth Services's CMCO Position: Q3 2021 in Review

Glassman Wealth Services sold out of Columbus McKinnon (CMCO) in Q3 2021, closing a stake of 3 shares.

Glassman Wealth Services first reported a position in CMCO in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 137 funds tracked by Wall St. Rank hold CMCO as of Q3 2021.

Glassman Wealth Services reported no remaining Columbus McKinnon position as of Q3 2021 after selling out during the quarter.
Glassman Wealth Services sold 3 Columbus McKinnon shares in Q3 2021.
Glassman Wealth Services first reported a position in Columbus McKinnon in Q1 2021 and held it in 2 quarters.
Glassman Wealth Services's Columbus McKinnon position peaked at $0 in Q2 2021.
137 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2021.

Based on Glassman Wealth Services's 13F filing for Q3 2021, filed 10 Nov 2021.