O'Shaughnessy Asset Management’s Columbus McKinnon CMCO Stock Holding History

O'Shaughnessy 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 Q4	–	Sell	-77	Closed	-$4K	–	1479
2021 Q3	$4K	Hold	77	–	–	﹤0.01%	2363
2021 Q2	$4K	Sell	77 -16,082	-100%	-$824K	﹤0.01%	2174
2021 Q1	$853K	Sell	16,159 -1,344	-8%	-$64.1K	0.02%	443
2020 Q4	$673K	Sell	17,503 -3,515	-17%	-$132K	0.02%	438
2020 Q3	$696K	Sell	21,018 -9,850	-32%	-$342K	0.02%	382
2020 Q2	$1.03M	Buy	+30,868	New	+$852K	0.03%	266
2018 Q1	–	Sell	-57,874	Closed	-$2.31M	–	923
2017 Q4	$2.31M	Sell	57,874 -6,943	-11%	-$266K	0.05%	177
2017 Q3	$2.46M	Sell	64,817 -10,451	-14%	-$319K	0.06%	173
2017 Q2	$1.91M	Sell	75,268 -670	-0.9%	-$17.3K	0.04%	221
2017 Q1	$1.89M	Buy	75,938 +39,377	+108%	+$1.04M	0.04%	215
2016 Q4	$989K	Buy	+36,561	New	+$822K	0.02%	273
2014 Q4	–	Sell	-10,679	Closed	-$234K	–	1021
2014 Q3	$234K	Sell	10,679 -3,291	-24%	-$83K	﹤0.01%	531
2014 Q2	$378K	Sell	13,970 -1,755	-11%	-$48K	0.01%	452
2014 Q1	$421K	Sell	15,725 -844	-5%	-$21.9K	0.01%	420
2013 Q4	$449K	Buy	16,569 +16,465	+15,832%	+$430K	0.01%	436
2013 Q3	$2K	Buy	104 +37	+55%	+$849	﹤0.01%	872
2013 Q2	$1K	Buy	+67	New	+$1.31K	﹤0.01%	886

Other funds holding CMCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

O'Shaughnessy Asset Management's CMCO Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Columbus McKinnon (CMCO) in Q4 2021, closing a stake of 77 shares — an estimated $4K sold.

O'Shaughnessy Asset Management first reported a position in CMCO in Q2 2013 and held it in 17 quarters. The position peaked at $2.46M in Q3 2017. 149 funds tracked by Wall St. Rank hold CMCO as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining Columbus McKinnon position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 77 Columbus McKinnon shares in Q4 2021, an estimated $4K.
O'Shaughnessy Asset Management first reported a position in Columbus McKinnon in Q2 2013 and held it in 17 quarters.
O'Shaughnessy Asset Management's Columbus McKinnon position peaked at $2.46M in Q3 2017.
149 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.