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Milestone Investment Advisors’s Columbus McKinnon CMCO Stock Holding History

Milestone Investment 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
Q4 		– Sell
-40
Closed -$1.4K – 187
2023
Q3 		$1.4K Buy
+40
New +$1.52K ﹤0.01% 410
2023
Q2 		– Sell
-40
Closed -$1.49K – 182
2023
Q1 		$1.49K Buy
+40
New +$1.45K ﹤0.01% 411

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Milestone Investment Advisors's CMCO Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Columbus McKinnon (CMCO) in Q4 2023, closing a stake of 40 shares — an estimated $1.4K sold.

Milestone Investment Advisors first reported a position in CMCO in Q1 2023 and held it in 2 quarters. The position peaked at $1.49K in Q1 2023. 191 funds tracked by Wall St. Rank hold CMCO as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Columbus McKinnon position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 40 Columbus McKinnon shares in Q4 2023, an estimated $1.4K.
  • Milestone Investment Advisors first reported a position in Columbus McKinnon in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Columbus McKinnon position peaked at $1.49K in Q1 2023.
  • 191 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.