SFM
Systematic Financial Management’s Columbus McKinnon CMCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
177,498
-169,204
| -49% | -$2.58M | 0.07% | 169 |
|
|
2025
Q1 | $5.87M | Sell |
346,702
-482,378
| -58% | -$8.17M | 0.17% | 142 |
|
|
2024
Q4 | $30.9M | Buy |
829,080
+46,806
| +6% | +$1.74M | 0.79% | 43 |
|
|
2024
Q3 | $28.2M | Buy |
782,274
+83,610
| +12% | +$3.01M | 0.72% | 53 |
|
|
2024
Q2 | $24.1M | Sell |
698,664
-33,957
| -5% | -$1.17M | 0.73% | 54 |
|
|
2024
Q1 | $32.7M | Sell |
732,621
-8,705
| -1% | -$389K | 0.91% | 28 |
|
|
2023
Q4 | $28.9M | Sell |
741,326
-4,830
| -0.6% | -$188K | 0.86% | 33 |
|
|
2023
Q3 | $26M | Buy |
746,156
+46,040
| +7% | +$1.61M | 0.84% | 38 |
|
|
2023
Q2 | $28.5M | Sell |
700,116
-5,499
| -0.8% | -$224K | 0.9% | 29 |
|
|
2023
Q1 | $26.2M | Sell |
705,615
-4,708
| -0.7% | -$175K | 0.86% | 26 |
|
|
2022
Q4 | $23.1M | Buy |
710,323
+5,958
| +0.8% | +$193K | 0.76% | 46 |
|
|
2022
Q3 | $18.4M | Buy |
704,365
+21,796
| +3% | +$570K | 0.67% | 61 |
|
|
2022
Q2 | $19.4M | Buy |
682,569
+110,477
| +19% | +$3.13M | 0.67% | 67 |
|
|
2022
Q1 | $24.3M | Buy |
572,092
+13,551
| +2% | +$575K | 0.76% | 50 |
|
|
2021
Q4 | $25.8M | Sell |
558,541
-9,819
| -2% | -$454K | 0.77% | 48 |
|
|
2021
Q3 | $27.5M | Buy |
568,360
+20,119
| +4% | +$973K | 0.85% | 38 |
|
|
2021
Q2 | $26.4M | Buy |
548,241
+113,812
| +26% | +$5.49M | 0.8% | 45 |
|
|
2021
Q1 | $22.9M | Buy |
434,429
+5,709
| +1% | +$301K | 0.84% | 39 |
|
|
2020
Q4 | $16.5M | Sell |
428,720
-20,521
| -5% | -$789K | 0.72% | 54 |
|
|
2020
Q3 | $14.9M | Sell |
449,241
-26,007
| -5% | -$861K | 0.81% | 43 |
|
|
2020
Q2 | $15.9M | Sell |
475,248
-1,774
| -0.4% | -$59.3K | 0.83% | 34 |
|
|
2020
Q1 | $11.9M | Sell |
477,022
-8,847
| -2% | -$221K | 0.73% | 49 |
|
|
2019
Q4 | $19.4M | Buy |
485,869
+33,283
| +7% | +$1.33M | 0.76% | 47 |
|
|
2019
Q3 | $16.5M | Buy |
452,586
+9,709
| +2% | +$354K | 0.74% | 50 |
|
|
2019
Q2 | $18.6M | Sell |
442,877
-8,217
| -2% | -$345K | 0.72% | 34 |
|
|
2019
Q1 | $15.5M | Buy |
451,094
+15,408
| +4% | +$529K | 0.53% | 57 |
|
|
2018
Q4 | $13.1M | Buy |
435,686
+59,988
| +16% | +$1.81M | 0.4% | 83 |
|
|
2018
Q3 | $14.9M | Buy |
375,698
+3,431
| +0.9% | +$136K | 0.36% | 99 |
|
|
2018
Q2 | $16.1M | Buy |
372,267
+69,592
| +23% | +$3.02M | 0.39% | 88 |
|
|
2018
Q1 | $10.8M | Buy |
302,675
+37,398
| +14% | +$1.34M | 0.24% | 159 |
|
|
2017
Q4 | $10.6M | Buy |
265,277
+1,004
| +0.4% | +$40.1K | 0.21% | 158 |
|
|
2017
Q3 | $10M | Buy |
264,273
+39,118
| +17% | +$1.48M | 0.2% | 153 |
|
|
2017
Q2 | $5.72M | Buy |
225,155
+43,035
| +24% | +$1.09M | 0.11% | 237 |
|
|
2017
Q1 | $4.52M | Buy |
182,120
+108,570
| +148% | +$2.69M | 0.08% | 263 |
|
|
2016
Q4 | $1.99M | Buy |
73,550
+59,200
| +413% | +$1.6M | 0.03% | 356 |
|
|
2016
Q3 | $256K | Sell |
14,350
-44,900
| -76% | -$801K | ﹤0.01% | 586 |
|
|
2016
Q2 | $838K | Sell |
59,250
-82,736
| -58% | -$1.17M | 0.01% | 544 |
|
|
2016
Q1 | $2.24M | Sell |
141,986
-7,815
| -5% | -$123K | 0.03% | 306 |
|
|
2015
Q4 | $2.83M | Sell |
149,801
-31,165
| -17% | -$589K | 0.03% | 307 |
|
|
2015
Q3 | $3.29M | Sell |
180,966
-33,061
| -15% | -$600K | 0.03% | 316 |
|
|
2015
Q2 | $5.35M | Sell |
214,027
-13,973
| -6% | -$349K | 0.05% | 318 |
|
|
2015
Q1 | $6.14M | Sell |
228,000
-2,140
| -0.9% | -$57.6K | 0.05% | 325 |
|
|
2014
Q4 | $6.45M | Sell |
230,140
-53,163
| -19% | -$1.49M | 0.05% | 320 |
|
|
2014
Q3 | $6.23M | Sell |
283,303
-58,116
| -17% | -$1.28M | 0.05% | 320 |
|
|
2014
Q2 | $9.24M | Buy |
341,419
+27,223
| +9% | +$736K | 0.06% | 294 |
|
|
2014
Q1 | $8.42M | Buy |
314,196
+13,464
| +4% | +$361K | 0.06% | 289 |
|
|
2013
Q4 | $8.16M | Buy |
300,732
+4,450
| +2% | +$121K | 0.06% | 281 |
|
|
2013
Q3 | $7.12M | Buy |
296,282
+49,437
| +20% | +$1.19M | 0.06% | 287 |
|
|
2013
Q2 | $5.26M | Buy |
+246,845
| New | +$5.26M | 0.05% | 301 |
|