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JP Morgan Private Wealth Advisors’s Columbus McKinnon CMCO Stock Holding History

JP Morgan Private Wealth Advisors’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 		$496K Sell
14,199
-1,051
-7% -$40.1K ﹤0.01% 1247
2023
Q2 		$620K Sell
15,250
-11,132
-42% -$411K ﹤0.01% 951
2023
Q1 		$980K Sell
26,382
-1,600
-6% -$58K ﹤0.01% 1172
2022
Q4 		$909K Buy
27,982
+1,153
+4% +$34.1K ﹤0.01% 1188
2022
Q3 		$702K Buy
26,829
+3,039
+13% +$92.5K ﹤0.01% 1309
2022
Q2 		$675K Buy
23,790
+780
+3% +$26.8K ﹤0.01% 1322
2022
Q1 		$976K Buy
23,010
+5,950
+35% +$269K ﹤0.01% 1234
2021
Q4 		$789K Buy
17,060
+2,416
+16% +$117K ﹤0.01% 1364
2021
Q3 		$708K Buy
14,644
+465
+3% +$21K ﹤0.01% 1369
2021
Q2 		$684K Buy
14,179
+1,870
+15% +$95.8K ﹤0.01% 1363
2021
Q1 		$649K Sell
12,309
-73
-0.6% -$3.48K ﹤0.01% 1218
2020
Q4 		$476K Buy
12,382
+727
+6% +$27.3K ﹤0.01% 1309
2020
Q3 		$386K Sell
11,655
-903
-7% -$31.3K ﹤0.01% 1255
2020
Q2 		$420K Buy
+12,558
New +$347K ﹤0.01% 1180

Other funds holding CMCO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Fidelity Investments
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CMCO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Columbus McKinnon (CMCO) stake by 6.9% in Q3 2023, selling an estimated $40.1K and leaving 14,199 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

JP Morgan Private Wealth Advisors first reported a position in CMCO in Q2 2020 and has held it in 14 quarters since. The position peaked at $980K in Q1 2023. 174 funds tracked by Wall St. Rank hold CMCO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 14,199 shares of Columbus McKinnon worth $496K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,051 Columbus McKinnon shares in Q3 2023, an estimated $40.1K.
  • Columbus McKinnon made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1247 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Columbus McKinnon in Q2 2020 and has held it in 14 quarters since.
  • JP Morgan Private Wealth Advisors's Columbus McKinnon position peaked at $980K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.