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McClarren Financial Advisors’s Columbus McKinnon CMCO Stock Holding History

McClarren Financial Advisors’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
Q2 		– Sell
-3
Closed – – 353
2023
Q1 		$0 Hold
3
– – ﹤0.01% 346
2022
Q4 		$0 Buy
+3
New +$89 ﹤0.01% 353

Other funds holding CMCO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

McClarren Financial Advisors's CMCO Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Columbus McKinnon (CMCO) in Q2 2023, closing a stake of 3 shares.

McClarren Financial Advisors first reported a position in CMCO in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 167 funds tracked by Wall St. Rank hold CMCO as of Q2 2023.

  • McClarren Financial Advisors reported no remaining Columbus McKinnon position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 3 Columbus McKinnon shares in Q2 2023.
  • McClarren Financial Advisors first reported a position in Columbus McKinnon in Q4 2022 and held it in 2 quarters.
  • McClarren Financial Advisors's Columbus McKinnon position peaked at $0 in Q1 2023.
  • 167 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.