Private Capital Group’s Columbus McKinnon CMCO Stock Holding History

Private Capital Group’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 Q2	$14K	Buy	509 +11	+2%	+$379	0.01%	942
2022 Q1	$21K	Buy	498 +431	+643%	+$19.5K	﹤0.01%	1010
2021 Q4	$3K	Buy	67 +1	+2%	+$48	﹤0.01%	1677
2021 Q3	$3K	Buy	66 +31	+89%	+$1.4K	﹤0.01%	1727
2021 Q2	$2K	Buy	+35	New	+$1.79K	﹤0.01%	1823
2021 Q1	–	Sell	-16	Closed	-$1K	–	2059
2020 Q4	$1K	Buy	+16	New	+$602	﹤0.01%	1875

Other funds holding CMCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Capital Group's CMCO Position: Q2 2022 in Review

Private Capital Group increased its Columbus McKinnon (CMCO) stake by 2.2% in Q2 2022, buying an estimated $379 and bringing the position to 509 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #942.

Private Capital Group first reported a position in CMCO in Q4 2020 and has held it in 6 quarters since. The position peaked at $21K in Q1 2022. 159 funds tracked by Wall St. Rank hold CMCO as of Q2 2022.

Private Capital Group held 509 shares of Columbus McKinnon worth $14K as of Q2 2022.
Private Capital Group bought 11 Columbus McKinnon shares in Q2 2022, an estimated $379.
Columbus McKinnon made up 0.01% of Private Capital Group's portfolio in Q2 2022, its #942 holding.
Private Capital Group first reported a position in Columbus McKinnon in Q4 2020 and has held it in 6 quarters since.
Private Capital Group's Columbus McKinnon position peaked at $21K in Q1 2022.
159 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.