KeyBank National Association’s Columbus McKinnon CMCO Stock Holding History

KeyBank National Association’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	-5,173	Closed	-$210K	–	1031
2023 Q2	$210K	Sell	5,173 -862	-14%	-$31.9K	﹤0.01%	995
2023 Q1	$224K	Sell	6,035 -1,535	-20%	-$55.6K	﹤0.01%	985
2022 Q4	$246K	Buy	+7,570	New	+$224K	﹤0.01%	939
2022 Q3	–	Sell	-7,825	Closed	-$222K	–	1048
2022 Q2	$222K	Hold	7,825	–	–	﹤0.01%	981
2022 Q1	$332K	Sell	7,825 -5,265	-40%	-$238K	﹤0.01%	875
2021 Q4	$606K	Sell	13,090 -115	-0.9%	-$5.55K	﹤0.01%	744
2021 Q3	$638K	Buy	13,205 +160	+1%	+$7.24K	﹤0.01%	708
2021 Q2	$629K	Sell	13,045 -855	-6%	-$43.8K	﹤0.01%	728
2021 Q1	$733K	Sell	13,900 -1,750	-11%	-$83.5K	﹤0.01%	687
2020 Q4	$602K	Buy	15,650 +6,075	+63%	+$229K	﹤0.01%	711
2020 Q3	$317K	Buy	+9,575	New	+$332K	﹤0.01%	826

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

KeyBank National Association's CMCO Position: Q3 2023 in Review

KeyBank National Association sold out of Columbus McKinnon (CMCO) in Q3 2023, closing a stake of 5,173 shares — an estimated $210K sold.

KeyBank National Association first reported a position in CMCO in Q3 2020 and held it in 11 quarters. The position peaked at $733K in Q1 2021. 174 funds tracked by Wall St. Rank hold CMCO as of Q3 2023.

KeyBank National Association reported no remaining Columbus McKinnon position as of Q3 2023 after selling out during the quarter.
KeyBank National Association sold 5,173 Columbus McKinnon shares in Q3 2023, an estimated $210K.
KeyBank National Association first reported a position in Columbus McKinnon in Q3 2020 and held it in 11 quarters.
KeyBank National Association's Columbus McKinnon position peaked at $733K in Q1 2021.
174 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2023.

Based on KeyBank National Association's 13F filing for Q3 2023, filed 8 Nov 2023.