Stifel Financial’s Columbus McKinnon CMCO Stock Holding History

Stifel Financial’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 Q1	–	Sell	-20,808	Closed	-$833K	–	2856
2019 Q4	$833K	Buy	+20,808	New	+$804K	﹤0.01%	1952

Other funds holding CMCO

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Stifel Financial's CMCO Position: Q1 2020 in Review

Stifel Financial sold out of Columbus McKinnon (CMCO) in Q1 2020, closing a stake of 20,808 shares — an estimated $833K sold.

Stifel Financial first reported a position in CMCO in Q4 2019 and held it in 1 quarter. The position peaked at $833K in Q4 2019. 146 funds tracked by Wall St. Rank hold CMCO as of Q1 2020.

Stifel Financial reported no remaining Columbus McKinnon position as of Q1 2020 after selling out during the quarter.
Stifel Financial sold 20,808 Columbus McKinnon shares in Q1 2020, an estimated $833K.
Stifel Financial first reported a position in Columbus McKinnon in Q4 2019 and held it in 1 quarter.
Stifel Financial's Columbus McKinnon position peaked at $833K in Q4 2019.
146 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.