SGI
CMCO icon

Summit Global Investments’s Columbus McKinnon CMCO Stock Holding History

Summit Global Investments’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
Q4 		– Sell
-7,309
Closed -$263K – 551
2024
Q3 		$263K Sell
7,309
-5,304
-42% -$180K 0.02% 446
2024
Q2 		$436K Sell
12,613
-2,777
-18% -$113K 0.03% 367
2024
Q1 		$687K Buy
15,390
+4,166
+37% +$168K 0.05% 275
2023
Q4 		$438K Buy
+11,224
New +$394K 0.03% 355
2022
Q2 		– Sell
-7,900
Closed -$335K – 475
2022
Q1 		$335K Buy
+7,900
New +$357K 0.02% 393

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Summit Global Investments's CMCO Position: Q4 2024 in Review

Summit Global Investments sold out of Columbus McKinnon (CMCO) in Q4 2024, closing a stake of 7,309 shares — an estimated $263K sold.

Summit Global Investments first reported a position in CMCO in Q1 2022 and held it in 5 quarters. The position peaked at $687K in Q1 2024. 200 funds tracked by Wall St. Rank hold CMCO as of Q4 2024.

  • Summit Global Investments reported no remaining Columbus McKinnon position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 7,309 Columbus McKinnon shares in Q4 2024, an estimated $263K.
  • Summit Global Investments first reported a position in Columbus McKinnon in Q1 2022 and held it in 5 quarters.
  • Summit Global Investments's Columbus McKinnon position peaked at $687K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.