Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Columbus McKinnon CMCO Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 Q4	–	Sell	-16,682	Closed	-$436K	–	1439
2022 Q3	$436K	Sell	16,682 -7,800	-32%	-$237K	﹤0.01%	1097
2022 Q2	$695K	Buy	+24,482	New	+$842K	﹤0.01%	1038
2021 Q3	–	Sell	-4,007	Closed	-$193K	–	1731
2021 Q2	$193K	Buy	+4,007	New	+$205K	﹤0.01%	1454

Other funds holding CMCO

BlackRock New York $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's CMCO Position: Q4 2022 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Columbus McKinnon (CMCO) in Q4 2022, closing a stake of 16,682 shares — an estimated $436K sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in CMCO in Q2 2021 and held it in 3 quarters. The position peaked at $695K in Q2 2022. 156 funds tracked by Wall St. Rank hold CMCO as of Q4 2022.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Columbus McKinnon position as of Q4 2022 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 16,682 Columbus McKinnon shares in Q4 2022, an estimated $436K.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Columbus McKinnon in Q2 2021 and held it in 3 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Columbus McKinnon position peaked at $695K in Q2 2022.
156 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2022.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q4 2022, filed 13 Feb 2023.