Steward Financial Group’s Columbus McKinnon CMCO Stock Holding History

Steward Financial Group’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
2023 Q3	$2K	Buy	+75	New	+$2.86K	﹤0.01%	944

Other funds holding CMCO

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Steward Financial Group's CMCO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Columbus McKinnon (CMCO) in Q3 2023: 75 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings.

174 funds tracked by Wall St. Rank hold CMCO as of Q3 2023.

Steward Financial Group held 75 shares of Columbus McKinnon worth $2K as of Q3 2023.
Columbus McKinnon was a new Steward Financial Group position in Q3 2023.
Columbus McKinnon made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #944 holding.
174 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.