Polar Asset Management Partners’s Columbus McKinnon CMCO Stock Holding History

Polar Asset Management Partners’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
2024 Q4	–	Sell	-34,500	Closed	-$1.24M	–	699
2024 Q3	$1.24M	Sell	34,500 -57,800	-63%	-$1.96M	0.03%	390
2024 Q2	$3.19M	Sell	92,300 -71,300	-44%	-$2.89M	0.07%	261
2024 Q1	$7.3M	Buy	+163,600	New	+$6.62M	0.12%	139
2022 Q2	–	Sell	-97,238	Closed	-$4.12M	–	1368
2022 Q1	$4.12M	Sell	97,238 -347,918	-78%	-$15.7M	0.04%	485
2021 Q4	$20.6M	Sell	445,156 -39,000	-8%	-$1.88M	0.22%	89
2021 Q3	$23.4M	Buy	484,156 +183,992	+61%	+$8.33M	0.23%	90
2021 Q2	$14.5M	Buy	+300,164	New	+$15.4M	0.15%	154
2020 Q2	–	Sell	-386,277	Closed	-$9.66M	–	502
2020 Q1	$9.66M	Buy	386,277 +10,477	+3%	+$348K	0.19%	126
2019 Q4	$15M	Buy	375,800 +105,400	+39%	+$4.08M	0.29%	96
2019 Q3	$9.85M	Buy	+270,400	New	+$10M	0.18%	142

Other funds holding CMCO

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Polar Asset Management Partners's CMCO Position: Q4 2024 in Review

Polar Asset Management Partners sold out of Columbus McKinnon (CMCO) in Q4 2024, closing a stake of 34,500 shares — an estimated $1.24M sold.

Polar Asset Management Partners first reported a position in CMCO in Q3 2019 and held it in 10 quarters. The position peaked at $23.4M in Q3 2021. 200 funds tracked by Wall St. Rank hold CMCO as of Q4 2024.

Polar Asset Management Partners reported no remaining Columbus McKinnon position as of Q4 2024 after selling out during the quarter.
Polar Asset Management Partners sold 34,500 Columbus McKinnon shares in Q4 2024, an estimated $1.24M.
Polar Asset Management Partners first reported a position in Columbus McKinnon in Q3 2019 and held it in 10 quarters.
Polar Asset Management Partners's Columbus McKinnon position peaked at $23.4M in Q3 2021.
200 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2024.

Based on Polar Asset Management Partners's 13F filing for Q4 2024, filed 14 Feb 2025.