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Providence Capital Advisors’s Columbus McKinnon CMCO Stock Holding History

Providence Capital 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
2024
Q4 		– Sell
-350
Closed -$12.6K – 149
2024
Q3 		$12.6K Sell
350
-112,245
-100% -$3.81M ﹤0.01% 247
2024
Q2 		$3.89M Buy
112,595
+941
+0.8% +$38.2K 0.85% 49
2024
Q1 		$4.98M Buy
111,654
+1,806
+2% +$73K 1.09% 47
2023
Q4 		$4.29M Sell
109,848
-352
-0.3% -$12.4K 1.03% 46
2023
Q3 		$3.85M Sell
110,200
-1,345
-1% -$51.3K 1.01% 50
2023
Q2 		$4.53M Sell
111,545
-973
-0.9% -$36K 1.15% 47
2023
Q1 		$4.18M Buy
112,518
+2,967
+3% +$108K 1.1% 48
2022
Q4 		$3.56M Sell
109,551
-2,288
-2% -$67.6K 0.96% 49
2022
Q3 		$2.93M Buy
111,839
+14,500
+15% +$441K 0.88% 56
2022
Q2 		$2.76M Sell
97,339
-7,674
-7% -$264K 0.8% 60
2022
Q1 		$4.45M Buy
105,013
+8,515
+9% +$385K 1.09% 33
2021
Q4 		$4.46M Buy
96,498
+4,122
+4% +$199K 1.23% 27
2021
Q3 		$4.47M Buy
92,376
+29,939
+48% +$1.36M 1.39% 24
2021
Q2 		$3.01M Buy
+62,437
New +$3.2M 0.97% 45

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
Barrow, Hanley, Mewhinney & Strauss
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
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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Providence Capital Advisors's CMCO Position: Q4 2024 in Review

Providence Capital Advisors sold out of Columbus McKinnon (CMCO) in Q4 2024, closing a stake of 350 shares — an estimated $12.6K sold.

Providence Capital Advisors first reported a position in CMCO in Q2 2021 and held it in 14 quarters. The position peaked at $4.98M in Q1 2024. 200 funds tracked by Wall St. Rank hold CMCO as of Q4 2024.

  • Providence Capital Advisors reported no remaining Columbus McKinnon position as of Q4 2024 after selling out during the quarter.
  • Providence Capital Advisors sold 350 Columbus McKinnon shares in Q4 2024, an estimated $12.6K.
  • Providence Capital Advisors first reported a position in Columbus McKinnon in Q2 2021 and held it in 14 quarters.
  • Providence Capital Advisors's Columbus McKinnon position peaked at $4.98M in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2024.

Based on Providence Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.