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Stephens Inc’s Columbus McKinnon CMCO Stock Holding History

Stephens Inc’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
Q1 		– Sell
-11,722
Closed -$457K – 1315
2023
Q4 		$457K Sell
11,722
-2,093
-15% -$73.5K 0.01% 776
2023
Q3 		$482K Buy
+13,815
New +$527K 0.01% 737

Other funds holding CMCO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Inc's CMCO Position: Q1 2024 in Review

Stephens Inc sold out of Columbus McKinnon (CMCO) in Q1 2024, closing a stake of 11,722 shares — an estimated $457K sold.

Stephens Inc first reported a position in CMCO in Q3 2023 and held it in 2 quarters. The position peaked at $482K in Q3 2023. 205 funds tracked by Wall St. Rank hold CMCO as of Q1 2024.

  • Stephens Inc reported no remaining Columbus McKinnon position as of Q1 2024 after selling out during the quarter.
  • Stephens Inc sold 11,722 Columbus McKinnon shares in Q1 2024, an estimated $457K.
  • Stephens Inc first reported a position in Columbus McKinnon in Q3 2023 and held it in 2 quarters.
  • Stephens Inc's Columbus McKinnon position peaked at $482K in Q3 2023.
  • 205 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2024.

Based on Stephens Inc's 13F filing for Q1 2024, filed 15 May 2024.