Martingale Asset Management’s Columbus McKinnon CMCO Stock Holding History

Martingale Asset Management’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
2021 Q2	–	Sell	-25,026	Closed	-$1.32M	–	840
2021 Q1	$1.32M	Sell	25,026 -3,794	-13%	-$181K	0.02%	358
2020 Q4	$1.11M	Sell	28,820 -10,703	-27%	-$403K	0.01%	414
2020 Q3	$1.31M	Sell	39,523 -2,600	-6%	-$90.2K	0.02%	554
2020 Q2	$1.41M	Buy	42,123 +993	+2%	+$27.4K	0.02%	640
2020 Q1	$1.03M	Buy	41,130 +602	+1%	+$20K	0.01%	665
2019 Q4	$1.62M	Buy	40,528 +2,312	+6%	+$89.4K	0.02%	649
2019 Q3	$1.39M	Hold	38,216	–	–	0.01%	685
2019 Q2	$1.6M	Sell	38,216 -8,310	-18%	-$316K	0.02%	648
2019 Q1	$1.6M	Hold	46,526	–	–	0.02%	662
2018 Q4	$1.4M	Hold	46,526	–	–	0.02%	627
2018 Q3	$1.84M	Sell	46,526 -2,800	-6%	-$117K	0.02%	574
2018 Q2	$2.14M	Sell	49,326 -5	-0%	-$194	0.03%	520
2018 Q1	$1.77M	Sell	49,331 -1,700	-3%	-$65.2K	0.02%	568
2017 Q4	$2.04M	Buy	51,031 +10	+0%	+$383	0.03%	534
2017 Q3	$1.93M	Sell	51,021 -1,105	-2%	-$33.7K	0.03%	562
2017 Q2	$1.33M	Sell	52,126 -1,000	-2%	-$25.9K	0.02%	653
2017 Q1	$1.32M	Buy	53,126 +6,100	+13%	+$160K	0.02%	646
2016 Q4	$1.27M	Buy	+47,026	New	+$1.06M	0.02%	661

Other funds holding CMCO

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Martingale Asset Management's CMCO Position: Q2 2021 in Review

Martingale Asset Management sold out of Columbus McKinnon (CMCO) in Q2 2021, closing a stake of 25,026 shares — an estimated $1.32M sold.

Martingale Asset Management first reported a position in CMCO in Q4 2016 and held it in 18 quarters. The position peaked at $2.14M in Q2 2018. 148 funds tracked by Wall St. Rank hold CMCO as of Q2 2021.

Martingale Asset Management reported no remaining Columbus McKinnon position as of Q2 2021 after selling out during the quarter.
Martingale Asset Management sold 25,026 Columbus McKinnon shares in Q2 2021, an estimated $1.32M.
Martingale Asset Management first reported a position in Columbus McKinnon in Q4 2016 and held it in 18 quarters.
Martingale Asset Management's Columbus McKinnon position peaked at $2.14M in Q2 2018.
148 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2021.

Based on Martingale Asset Management's 13F filing for Q2 2021, filed 13 Aug 2021.