New England Research & Management’s Columbus McKinnon CMCO Stock Holding History

New England Research & 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
2025 Q2	–	Sell	-14,644	Closed	-$248K	–	155
2025 Q1	$248K	Sell	14,644 -5,636	-28%	-$146K	0.13%	137
2024 Q4	$755K	Sell	20,280 -1,625	-7%	-$59K	0.38%	84
2024 Q3	$789K	Sell	21,905 -200	-0.9%	-$6.79K	0.37%	85
2024 Q2	$764K	Sell	22,105 -1,150	-5%	-$46.6K	0.37%	86
2024 Q1	$1.04M	Hold	23,255	–	–	0.51%	66
2023 Q4	$907K	Sell	23,255 -250	-1%	-$8.78K	0.48%	71
2023 Q3	$821K	Buy	+23,505	New	+$896K	0.47%	76

Other funds holding CMCO

BlackRock New York $5.72T AUM 30.48% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

New England Research & Management's CMCO Position: Q2 2025 in Review

New England Research & Management sold out of Columbus McKinnon (CMCO) in Q2 2025, closing a stake of 14,644 shares — an estimated $248K sold.

New England Research & Management first reported a position in CMCO in Q3 2023 and held it in 7 quarters. The position peaked at $1.04M in Q1 2024. 196 funds tracked by Wall St. Rank hold CMCO as of Q2 2025.

New England Research & Management reported no remaining Columbus McKinnon position as of Q2 2025 after selling out during the quarter.
New England Research & Management sold 14,644 Columbus McKinnon shares in Q2 2025, an estimated $248K.
New England Research & Management first reported a position in Columbus McKinnon in Q3 2023 and held it in 7 quarters.
New England Research & Management's Columbus McKinnon position peaked at $1.04M in Q1 2024.
196 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2025.

Based on New England Research & Management's 13F filing for Q2 2025, filed 9 Jul 2025.