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Innealta Capital’s Columbus McKinnon CMCO Stock Holding History

Innealta Capital’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
2024
Q3 		– Sell
-1,196
Closed -$41.3K – 457
2024
Q2 		$41.3K Buy
+1,196
New +$48.5K 0.01% 412

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Innealta Capital's CMCO Position: Q3 2024 in Review

Innealta Capital sold out of Columbus McKinnon (CMCO) in Q3 2024, closing a stake of 1,196 shares — an estimated $41.3K sold.

Innealta Capital first reported a position in CMCO in Q2 2024 and held it in 1 quarter. The position peaked at $41.3K in Q2 2024. 207 funds tracked by Wall St. Rank hold CMCO as of Q3 2024.

  • Innealta Capital reported no remaining Columbus McKinnon position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 1,196 Columbus McKinnon shares in Q3 2024, an estimated $41.3K.
  • Innealta Capital first reported a position in Columbus McKinnon in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Columbus McKinnon position peaked at $41.3K in Q2 2024.
  • 207 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.