Raymond James & Associates’s Columbus McKinnon CMCO Stock Holding History

Raymond James & Associates’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 Q3	$2.63M	Buy	73,087 +9,179	+14%	+$311K	﹤0.01%	2069
2024 Q2	$2.21M	Sell	63,908 -769	-1%	-$31.2K	﹤0.01%	2104
2024 Q1	$2.89M	Buy	64,677 +10,579	+20%	+$428K	﹤0.01%	1934
2023 Q4	$2.11M	Sell	54,098 -2,189	-4%	-$76.9K	﹤0.01%	2068
2023 Q3	$1.96M	Sell	56,287 -990	-2%	-$37.8K	﹤0.01%	2034
2023 Q2	$2.33M	Sell	57,277 -343	-0.6%	-$12.7K	﹤0.01%	1965
2023 Q1	$2.14M	Buy	57,620 +1,139	+2%	+$41.3K	﹤0.01%	1992
2022 Q4	$1.83M	Sell	56,481 -2,017	-3%	-$59.6K	﹤0.01%	2044
2022 Q3	$1.53M	Buy	58,498 +457	+0.8%	+$13.9K	﹤0.01%	2134
2022 Q2	$1.65M	Sell	58,041 -336	-0.6%	-$11.6K	﹤0.01%	2114
2022 Q1	$2.48M	Buy	58,377 +15,730	+37%	+$711K	﹤0.01%	1981
2021 Q4	$1.97M	Buy	+42,647	New	+$2.06M	﹤0.01%	2185

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James & Associates's CMCO Position: Q3 2024 in Review

Raymond James & Associates increased its Columbus McKinnon (CMCO) stake by 14% in Q3 2024, buying an estimated $311K and bringing the position to 73,087 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Raymond James & Associates first reported a position in CMCO in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.89M in Q1 2024. 207 funds tracked by Wall St. Rank hold CMCO as of Q3 2024.

Raymond James & Associates held 73,087 shares of Columbus McKinnon worth $2.63M as of Q3 2024.
Raymond James & Associates bought 9,179 Columbus McKinnon shares in Q3 2024, an estimated $311K.
Columbus McKinnon made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2069 holding.
Raymond James & Associates first reported a position in Columbus McKinnon in Q4 2021 and has held it in 12 quarters since.
Raymond James & Associates's Columbus McKinnon position peaked at $2.89M in Q1 2024.
207 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.