Oak Family Advisors’s Columbus McKinnon CMCO Stock Holding History

Oak Family 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
2025 Q1	–	Sell	-6,042	Closed	-$225K	–	115
2024 Q4	$225K	Sell	6,042 -22,022	-78%	-$799K	0.08%	102
2024 Q3	$1.01M	Sell	28,064 -159	-0.6%	-$5.39K	0.31%	63
2024 Q2	$975K	Sell	28,223 -1,517	-5%	-$61.5K	0.33%	57
2024 Q1	$1.33M	Buy	29,740 +57	+0.2%	+$2.31K	0.51%	49
2023 Q4	$1.16M	Buy	29,683 +4,063	+16%	+$143K	0.49%	51
2023 Q3	$894K	Buy	25,620 +600	+2%	+$22.9K	0.42%	52
2023 Q2	$1.02M	Hold	25,020	–	–	0.48%	52
2023 Q1	$930K	Sell	25,020 -291	-1%	-$10.5K	0.46%	52
2022 Q4	$822K	Buy	25,311 +9,949	+65%	+$294K	0.44%	52
2022 Q3	$402K	Buy	15,362 +4,503	+41%	+$137K	0.21%	79
2022 Q2	$308K	Buy	+10,859	New	+$374K	0.15%	94

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Oak Family Advisors's CMCO Position: Q1 2025 in Review

Oak Family Advisors sold out of Columbus McKinnon (CMCO) in Q1 2025, closing a stake of 6,042 shares — an estimated $225K sold.

Oak Family Advisors first reported a position in CMCO in Q2 2022 and held it in 11 quarters. The position peaked at $1.33M in Q1 2024. 208 funds tracked by Wall St. Rank hold CMCO as of Q1 2025.

Oak Family Advisors reported no remaining Columbus McKinnon position as of Q1 2025 after selling out during the quarter.
Oak Family Advisors sold 6,042 Columbus McKinnon shares in Q1 2025, an estimated $225K.
Oak Family Advisors first reported a position in Columbus McKinnon in Q2 2022 and held it in 11 quarters.
Oak Family Advisors's Columbus McKinnon position peaked at $1.33M in Q1 2024.
208 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.