OIA
CMCO icon

OneDigital Investment Advisors’s Columbus McKinnon CMCO Stock Holding History

OneDigital 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
2025
Q1 		– Sell
-6,410
Closed -$239K – 1415
2024
Q4 		$239K Sell
6,410
-37
-0.6% -$1.34K ﹤0.01% 1242
2024
Q3 		$232K Sell
6,447
-43
-0.7% -$1.46K ﹤0.01% 1285
2024
Q2 		$224K Buy
+6,490
New +$263K ﹤0.01% 1240

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OneDigital Investment Advisors's CMCO Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of Columbus McKinnon (CMCO) in Q1 2025, closing a stake of 6,410 shares — an estimated $239K sold.

OneDigital Investment Advisors first reported a position in CMCO in Q2 2024 and held it in 3 quarters. The position peaked at $239K in Q4 2024. 208 funds tracked by Wall St. Rank hold CMCO as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining Columbus McKinnon position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 6,410 Columbus McKinnon shares in Q1 2025, an estimated $239K.
  • OneDigital Investment Advisors first reported a position in Columbus McKinnon in Q2 2024 and held it in 3 quarters.
  • OneDigital Investment Advisors's Columbus McKinnon position peaked at $239K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.