Occudo Quantitative Strategies’s Columbus McKinnon CMCO Stock Holding History

Occudo Quantitative Strategies’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 Q4	–	Sell	-32,980	Closed	-$473K	–	713
2025 Q3	$473K	Buy	+32,980	New	+$496K	0.06%	409
2025 Q2	–	Sell	-64,126	Closed	-$1.09M	–	668
2025 Q1	$1.09M	Buy	+64,126	New	+$1.67M	0.15%	203
2024 Q2	–	Sell	-7,777	Closed	-$347K	–	781
2024 Q1	$347K	Sell	7,777 -10,209	-57%	-$413K	0.06%	421
2023 Q4	$702K	Buy	17,986 +6,735	+60%	+$236K	0.1%	295
2023 Q3	$393K	Buy	11,251 +5,821	+107%	+$222K	0.05%	576
2023 Q2	$221K	Buy	+5,430	New	+$201K	0.02%	823
2023 Q1	–	Sell	-9,285	Closed	-$301K	–	941
2022 Q4	$301K	Buy	+9,285	New	+$274K	0.04%	659

Other funds holding CMCO

BlackRock New York $5.72T AUM 30.48% 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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

SCM

Stanley Capital Management Houston, Texas $598M AUM 33.22% 1-Year Est. Return

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

Occudo Quantitative Strategies's CMCO Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of Columbus McKinnon (CMCO) in Q4 2025, closing a stake of 32,980 shares — an estimated $473K sold.

Occudo Quantitative Strategies first reported a position in CMCO in Q4 2022 and held it in 7 quarters. The position peaked at $1.09M in Q1 2025. 194 funds tracked by Wall St. Rank hold CMCO as of Q4 2025.

Occudo Quantitative Strategies reported no remaining Columbus McKinnon position as of Q4 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 32,980 Columbus McKinnon shares in Q4 2025, an estimated $473K.
Occudo Quantitative Strategies first reported a position in Columbus McKinnon in Q4 2022 and held it in 7 quarters.
Occudo Quantitative Strategies's Columbus McKinnon position peaked at $1.09M in Q1 2025.
194 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.