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Steward Partners Investment Advisory’s Columbus McKinnon CMCO Stock Holding History

Steward Partners Investment Advisory’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
2020
Q4 		– Sell
-110
Closed -$4K – 2892
2020
Q3 		$4K Hold
110
– – ﹤0.01% 2413
2020
Q2 		$4K Buy
110
+45
+69% +$1.24K ﹤0.01% 2310
2020
Q1 		$1K Hold
65
– – ﹤0.01% 2364
2019
Q4 		$2K Hold
65
– – ﹤0.01% 2413
2019
Q3 		$2K Buy
+65
New +$2.41K ﹤0.01% 2411

Other funds holding CMCO

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's CMCO Position: Q4 2020 in Review

Steward Partners Investment Advisory sold out of Columbus McKinnon (CMCO) in Q4 2020, closing a stake of 110 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in CMCO in Q3 2019 and held it in 5 quarters. The position peaked at $4K in Q3 2020. 134 funds tracked by Wall St. Rank hold CMCO as of Q4 2020.

  • Steward Partners Investment Advisory reported no remaining Columbus McKinnon position as of Q4 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 110 Columbus McKinnon shares in Q4 2020, an estimated $4K.
  • Steward Partners Investment Advisory first reported a position in Columbus McKinnon in Q3 2019 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Columbus McKinnon position peaked at $4K in Q3 2020.
  • 134 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2020, filed 11 Feb 2021.