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Prudent Man Advisors’s Columbus McKinnon CMCO Stock Holding History

Prudent Man 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
2025
Q3 		– Sell
-10,465
Closed -$160K – 144
2025
Q2 		$160K Buy
+10,465
New +$160K 0.05% 176
2023
Q3 		– Sell
-6,032
Closed -$245K – 194
2023
Q2 		$245K Hold
6,032
– – 0.09% 157
2023
Q1 		$224K Buy
+6,032
New +$219K 0.09% 169

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudent Man Advisors's CMCO Position: Q3 2025 in Review

Prudent Man Advisors sold out of Columbus McKinnon (CMCO) in Q3 2025, closing a stake of 10,465 shares — an estimated $160K sold.

Prudent Man Advisors first reported a position in CMCO in Q1 2023 and held it in 3 quarters. The position peaked at $245K in Q2 2023. 193 funds tracked by Wall St. Rank hold CMCO as of Q3 2025.

  • Prudent Man Advisors reported no remaining Columbus McKinnon position as of Q3 2025 after selling out during the quarter.
  • Prudent Man Advisors sold 10,465 Columbus McKinnon shares in Q3 2025, an estimated $160K.
  • Prudent Man Advisors first reported a position in Columbus McKinnon in Q1 2023 and held it in 3 quarters.
  • Prudent Man Advisors's Columbus McKinnon position peaked at $245K in Q2 2023.
  • 193 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.