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NorthCoast Asset Management’s Columbus McKinnon CMCO Stock Holding History

NorthCoast 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
Q1 		– Sell
-6,273
Closed -$241K – 406
2020
Q4 		$241K Sell
6,273
-1,482
-19% -$55.8K 0.01% 340
2020
Q3 		$257K Sell
7,755
-2,319
-23% -$80.5K 0.01% 307
2020
Q2 		$337K Sell
10,074
-870
-8% -$24K 0.02% 269
2020
Q1 		$274K Buy
10,944
+348
+3% +$11.6K 0.02% 281
2019
Q4 		$424K Buy
+10,596
New +$410K 0.03% 211

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NorthCoast Asset Management's CMCO Position: Q1 2021 in Review

NorthCoast Asset Management sold out of Columbus McKinnon (CMCO) in Q1 2021, closing a stake of 6,273 shares — an estimated $241K sold.

NorthCoast Asset Management first reported a position in CMCO in Q4 2019 and held it in 5 quarters. The position peaked at $424K in Q4 2019. 133 funds tracked by Wall St. Rank hold CMCO as of Q1 2021.

  • NorthCoast Asset Management reported no remaining Columbus McKinnon position as of Q1 2021 after selling out during the quarter.
  • NorthCoast Asset Management sold 6,273 Columbus McKinnon shares in Q1 2021, an estimated $241K.
  • NorthCoast Asset Management first reported a position in Columbus McKinnon in Q4 2019 and held it in 5 quarters.
  • NorthCoast Asset Management's Columbus McKinnon position peaked at $424K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2021.

Based on NorthCoast Asset Management's 13F filing for Q1 2021, filed 18 May 2021.