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Richard Pzena’s Columbus McKinnon CMCO Stock Holding History

Richard Pzena’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
2017
Q3 		– Sell
-293,625
Closed -$7.46M – 154
2017
Q2 		$7.46M Sell
293,625
-110,781
-27% -$2.87M 0.04% 136
2017
Q1 		$10M Sell
404,406
-815,249
-67% -$21.4M 0.06% 131
2016
Q4 		$33M Sell
1,219,655
-324,078
-21% -$7.28M 0.19% 97
2016
Q3 		$27.5M Buy
1,543,733
+20,689
+1% +$346K 0.17% 99
2016
Q2 		$21.6M Sell
1,523,044
-7,851
-0.5% -$121K 0.13% 107
2016
Q1 		$24.1M Buy
1,530,895
+11,079
+0.7% +$164K 0.15% 105
2015
Q4 		$28.7M Buy
1,519,816
+409,446
+37% +$7.91M 0.18% 98
2015
Q3 		$20.2M Buy
1,110,370
+37,793
+4% +$791K 0.13% 113
2015
Q2 		$26.8M Buy
1,072,577
+6,449
+0.6% +$160K 0.15% 100
2015
Q1 		$28.7M Sell
1,066,128
-58,183
-5% -$1.5M 0.16% 100
2014
Q4 		$31.5M Sell
1,124,311
-153,225
-12% -$3.98M 0.17% 90
2014
Q3 		$28.1M Buy
1,277,536
+159,619
+14% +$4.02M 0.15% 95
2014
Q2 		$30.2M Buy
1,117,917
+88,344
+9% +$2.42M 0.17% 90
2014
Q1 		$27.6M Buy
1,029,573
+327,669
+47% +$8.49M 0.16% 94
2013
Q4 		$19.1M Buy
+701,904
New +$18.3M 0.11% 108

Other funds holding CMCO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Richard Pzena's CMCO Position: Q3 2017 in Review

Richard Pzena sold out of Columbus McKinnon (CMCO) in Q3 2017, closing a stake of 293,625 shares — an estimated $7.46M sold.

Richard Pzena first reported a position in CMCO in Q4 2013 and held it in 15 quarters. The position peaked at $33M in Q4 2016. 137 funds tracked by Wall St. Rank hold CMCO as of Q3 2017.

  • Richard Pzena reported no remaining Columbus McKinnon position as of Q3 2017 after selling out during the quarter.
  • Richard Pzena sold 293,625 Columbus McKinnon shares in Q3 2017, an estimated $7.46M.
  • Richard Pzena first reported a position in Columbus McKinnon in Q4 2013 and held it in 15 quarters.
  • Richard Pzena's Columbus McKinnon position peaked at $33M in Q4 2016.
  • 137 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2017.

Based on Pzena Investment Management's 13F filing for Q3 2017, filed 3 Nov 2017.