O'Shaughnessy Asset Management’s Manitowoc MTW Stock Holding History

O'Shaughnessy Asset Management’s Portfolio MTW Stock Details MTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-879	Closed	-$19K	–	2006
2021 Q3	$19K	Sell	879 -2,511	-74%	-$58.1K	﹤0.01%	1958
2021 Q2	$83K	Sell	3,390 -362	-10%	-$8.62K	﹤0.01%	1377
2021 Q1	$77K	Buy	3,752 +148	+4%	+$2.45K	﹤0.01%	1293
2020 Q4	$48K	Sell	3,604 -1,704	-32%	-$18.2K	﹤0.01%	1251
2020 Q3	$45K	Buy	5,308 +5,298	+52,980%	+$52.7K	﹤0.01%	1104
2020 Q2	$0	Buy	+10	New	+$95	﹤0.01%	1830
2020 Q1	–	Sell	-10	Closed	–	–	1614
2019 Q4	$0	Buy	+10	New	+$146	﹤0.01%	1873
2015 Q1	–	Sell	-8,636	Closed	-$173K	–	1086
2014 Q4	$173K	Buy	8,636 +1,642	+23%	+$29.8K	﹤0.01%	549
2014 Q3	$149K	Sell	6,994 -3,028	-30%	-$78.9K	﹤0.01%	573
2014 Q2	$298K	Buy	10,022 +10,015	+143,071%	+$266K	0.01%	501
2014 Q1	$0	Buy	+7	New	+$179	﹤0.01%	1027

Other funds holding MTW

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

FSCM

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

O'Shaughnessy Asset Management sold out of Manitowoc (MTW) in Q4 2021, closing a stake of 879 shares — an estimated $19K sold.

O'Shaughnessy Asset Management first reported a position in MTW in Q1 2014 and held it in 11 quarters. The position peaked at $298K in Q2 2014. 140 funds tracked by Wall St. Rank hold MTW as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining Manitowoc position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 879 Manitowoc shares in Q4 2021, an estimated $19K.
O'Shaughnessy Asset Management first reported a position in Manitowoc in Q1 2014 and held it in 11 quarters.
O'Shaughnessy Asset Management's Manitowoc position peaked at $298K in Q2 2014.
140 funds tracked by Wall St. Rank held Manitowoc as of Q4 2021.

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