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Pathstone Family Office’s Columbus McKinnon CMCO Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-22
Closed -$1K – 792
2020
Q4 		$1K Hold
22
– – ﹤0.01% 1075
2020
Q3 		$1K Sell
22
-22
-50% -$763 ﹤0.01% 728
2020
Q2 		$2K Buy
+44
New +$1.21K ﹤0.01% 621

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pathstone Family Office's CMCO Position: Q1 2021 in Review

Pathstone Family Office sold out of Columbus McKinnon (CMCO) in Q1 2021, closing a stake of 22 shares — an estimated $1K sold.

Pathstone Family Office first reported a position in CMCO in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 133 funds tracked by Wall St. Rank hold CMCO as of Q1 2021.

  • Pathstone Family Office reported no remaining Columbus McKinnon position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 22 Columbus McKinnon shares in Q1 2021, an estimated $1K.
  • Pathstone Family Office first reported a position in Columbus McKinnon in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's Columbus McKinnon position peaked at $2K in Q2 2020.
  • 133 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.