Harbor Investment Advisory’s Columbus McKinnon CMCO Stock Holding History

Harbor Investment Advisory’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
2023 Q3	–	Sell	-1,245	Closed	-$50.6K	–	1215
2023 Q2	$50.6K	Hold	1,245	–	–	0.01%	708
2023 Q1	$46.3K	Hold	1,245	–	–	0.01%	729
2022 Q4	$40.4K	Hold	1,245	–	–	0.01%	745
2022 Q3	$33K	Hold	1,245	–	–	0.01%	794
2022 Q2	$35K	Hold	1,245	–	–	0.01%	788
2022 Q1	$53K	Hold	1,245	–	–	0.01%	734
2021 Q4	$58K	Hold	1,245	–	–	0.01%	700
2021 Q3	$60K	Hold	1,245	–	–	0.01%	683
2021 Q2	$60K	Hold	1,245	–	–	0.01%	659
2021 Q1	$66K	Sell	1,245 -360	-22%	-$17.2K	0.01%	600
2020 Q4	$62K	Buy	1,605 +494	+44%	+$18.6K	0.01%	578
2020 Q3	$37K	Buy	1,111 +563	+103%	+$19.5K	0.01%	582
2020 Q2	$18K	Hold	548	–	–	﹤0.01%	666
2020 Q1	$14K	Buy	+548	New	+$18.2K	﹤0.01%	655

Other funds holding CMCO

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

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

GKIM

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

Harbor Investment Advisory's CMCO Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Columbus McKinnon (CMCO) in Q3 2023, closing a stake of 1,245 shares — an estimated $50.6K sold.

Harbor Investment Advisory first reported a position in CMCO in Q1 2020 and held it in 14 quarters. The position peaked at $66K in Q1 2021. 174 funds tracked by Wall St. Rank hold CMCO as of Q3 2023.

Harbor Investment Advisory reported no remaining Columbus McKinnon position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 1,245 Columbus McKinnon shares in Q3 2023, an estimated $50.6K.
Harbor Investment Advisory first reported a position in Columbus McKinnon in Q1 2020 and held it in 14 quarters.
Harbor Investment Advisory's Columbus McKinnon position peaked at $66K in Q1 2021.
174 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.