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Mascoma Wealth Management’s Columbus McKinnon CMCO Stock Holding History

Mascoma Wealth 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
2024
Q4 		– Sell
-695
Closed -$25K – 515
2024
Q3 		$25K Buy
+695
New +$23.6K 0.01% 245

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mascoma Wealth Management's CMCO Position: Q4 2024 in Review

Mascoma Wealth Management sold out of Columbus McKinnon (CMCO) in Q4 2024, closing a stake of 695 shares — an estimated $25K sold.

Mascoma Wealth Management first reported a position in CMCO in Q3 2024 and held it in 1 quarter. The position peaked at $25K in Q3 2024. 200 funds tracked by Wall St. Rank hold CMCO as of Q4 2024.

  • Mascoma Wealth Management reported no remaining Columbus McKinnon position as of Q4 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 695 Columbus McKinnon shares in Q4 2024, an estimated $25K.
  • Mascoma Wealth Management first reported a position in Columbus McKinnon in Q3 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's Columbus McKinnon position peaked at $25K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2024.

Based on Mascoma Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.