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Plante Moran Financial Advisors’s Columbus McKinnon CMCO Stock Holding History

Plante Moran Financial 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
2022
Q3 		– Sell
-27
Closed -$1K – 885
2022
Q2 		$1K Buy
+27
New +$929 ﹤0.01% 887

Other funds holding CMCO

BlackRock
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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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Plante Moran Financial Advisors's CMCO Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Columbus McKinnon (CMCO) in Q3 2022, closing a stake of 27 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in CMCO in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 143 funds tracked by Wall St. Rank hold CMCO as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Columbus McKinnon position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 27 Columbus McKinnon shares in Q3 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Columbus McKinnon in Q2 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Columbus McKinnon position peaked at $1K in Q2 2022.
  • 143 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.