Lindbrook Capital’s Columbus McKinnon CMCO Stock Holding History

Lindbrook 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
2025 Q1	$7.13K	Buy	+421	New	+$10.9K	﹤0.01%	1802
2023 Q4	–	Sell	-18	Closed	-$628	–	2713
2023 Q3	$628	Hold	18	–	–	﹤0.01%	2483
2023 Q2	$732	Hold	18	–	–	﹤0.01%	2428
2023 Q1	$669	Hold	18	–	–	﹤0.01%	2543
2022 Q4	$584	Sell	18 -21	-54%	-$620	﹤0.01%	2563
2022 Q3	$1K	Buy	39 +20	+105%	+$609	﹤0.01%	2268
2022 Q2	$1K	Buy	+19	New	+$654	﹤0.01%	2183

Other funds holding CMCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's CMCO Position: Q1 2025 in Review

Lindbrook Capital opened a new position in Columbus McKinnon (CMCO) in Q1 2025: 421 shares worth $7.13K. The stake represents ﹤0.01% of the portfolio and ranks #1802 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in CMCO as recently as Q3 2023.

Lindbrook Capital first reported a position in CMCO in Q2 2022 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold CMCO as of Q1 2025.

Lindbrook Capital held 421 shares of Columbus McKinnon worth $7.13K as of Q1 2025.
Columbus McKinnon was a new Lindbrook Capital position in Q1 2025.
Columbus McKinnon made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1802 holding.
Lindbrook Capital first reported a position in Columbus McKinnon in Q2 2022 and has held it in 7 quarters since.
208 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.