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Lee Financial’s Columbus McKinnon CMCO Stock Holding History

Lee Financial’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
Q1 		– Sell
-285
Closed -$11.1K – 278
2023
Q4 		$11.1K Hold
285
– – ﹤0.01% 408
2023
Q3 		$9.95K Hold
285
– – ﹤0.01% 411
2023
Q2 		$11.6K Hold
285
– – ﹤0.01% 387
2023
Q1 		$10.6K Hold
285
– – ﹤0.01% 408
2022
Q4 		$9.25K Hold
285
– – ﹤0.01% 477
2022
Q3 		$7K Hold
285
– – ﹤0.01% 491
2022
Q2 		$8K Hold
285
– – ﹤0.01% 482
2022
Q1 		$12K Buy
285
+50
+21% +$2.26K ﹤0.01% 408
2021
Q4 		$11K Buy
+235
New +$11.3K ﹤0.01% 473

Other funds holding CMCO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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
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

Lee Financial's CMCO Position: Q1 2024 in Review

Lee Financial sold out of Columbus McKinnon (CMCO) in Q1 2024, closing a stake of 285 shares — an estimated $11.1K sold.

Lee Financial first reported a position in CMCO in Q4 2021 and held it in 9 quarters. The position peaked at $12K in Q1 2022. 205 funds tracked by Wall St. Rank hold CMCO as of Q1 2024.

  • Lee Financial reported no remaining Columbus McKinnon position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 285 Columbus McKinnon shares in Q1 2024, an estimated $11.1K.
  • Lee Financial first reported a position in Columbus McKinnon in Q4 2021 and held it in 9 quarters.
  • Lee Financial's Columbus McKinnon position peaked at $12K in Q1 2022.
  • 205 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.