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Private Trust Company’s Columbus McKinnon CMCO Stock Holding History

Private Trust Company’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
2025
Q1 		– Sell
-105
Closed -$3.91K – 2483
2024
Q4 		$3.91K Hold
105
– – ﹤0.01% 2065
2024
Q3 		$3.78K Hold
105
– – ﹤0.01% 2042
2024
Q2 		$3.63K Hold
105
– – ﹤0.01% 2030
2024
Q1 		$4.69K Buy
105
+15
+17% +$607 ﹤0.01% 1949
2023
Q4 		$3.51K Buy
+90
New +$3.16K ﹤0.01% 2029

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Trust Company's CMCO Position: Q1 2025 in Review

Private Trust Company sold out of Columbus McKinnon (CMCO) in Q1 2025, closing a stake of 105 shares — an estimated $3.91K sold.

Private Trust Company first reported a position in CMCO in Q4 2023 and held it in 5 quarters. The position peaked at $4.69K in Q1 2024. 208 funds tracked by Wall St. Rank hold CMCO as of Q1 2025.

  • Private Trust Company reported no remaining Columbus McKinnon position as of Q1 2025 after selling out during the quarter.
  • Private Trust Company sold 105 Columbus McKinnon shares in Q1 2025, an estimated $3.91K.
  • Private Trust Company first reported a position in Columbus McKinnon in Q4 2023 and held it in 5 quarters.
  • Private Trust Company's Columbus McKinnon position peaked at $4.69K in Q1 2024.
  • 208 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2025.

Based on Private Trust Company's 13F filing for Q1 2025, filed 28 Apr 2025.