IP
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Invenire Partners’s Columbus McKinnon CMCO Stock Holding History

Invenire Partners’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 		– Sell
-68,597
Closed -$1.95M – 28
2022
Q2 		$1.95M Sell
68,597
-10,000
-13% -$344K 2.58% 19
2022
Q1 		$3.33M Buy
78,597
+4,000
+5% +$181K 4.18% 11
2021
Q4 		$3.45M Buy
+74,597
New +$3.6M 3.65% 11

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Goldman Sachs
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invenire Partners's CMCO Position: Q3 2022 in Review

Invenire Partners sold out of Columbus McKinnon (CMCO) in Q3 2022, closing a stake of 68,597 shares — an estimated $1.95M sold.

Invenire Partners first reported a position in CMCO in Q4 2021 and held it in 3 quarters. The position peaked at $3.45M in Q4 2021. 143 funds tracked by Wall St. Rank hold CMCO as of Q3 2022.

  • Invenire Partners reported no remaining Columbus McKinnon position as of Q3 2022 after selling out during the quarter.
  • Invenire Partners sold 68,597 Columbus McKinnon shares in Q3 2022, an estimated $1.95M.
  • Invenire Partners first reported a position in Columbus McKinnon in Q4 2021 and held it in 3 quarters.
  • Invenire Partners's Columbus McKinnon position peaked at $3.45M in Q4 2021.
  • 143 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2022.

Based on Invenire Partners's 13F filing for Q3 2022, filed 14 Nov 2022.