Truist Financial
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Truist Financial’s Columbus McKinnon CMCO Stock Holding History

Truist 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
2025
Q1 		– Sell
-64,106
Closed -$2.39M – 2565
2024
Q4 		$2.39M Sell
64,106
-1,665
-3% -$60.4K ﹤0.01% 1152
2024
Q3 		$2.37M Buy
65,771
+669
+1% +$22.7K ﹤0.01% 1159
2024
Q2 		$2.25M Sell
65,102
-14,285
-18% -$579K ﹤0.01% 1213
2024
Q1 		$3.54M Buy
79,387
+12,661
+19% +$512K 0.01% 1019
2023
Q4 		$2.6M Buy
66,726
+1,424
+2% +$50K ﹤0.01% 1129
2023
Q3 		$2.28M Buy
65,302
+1,444
+2% +$55.1K ﹤0.01% 1168
2023
Q2 		$2.6M Buy
63,858
+266
+0.4% +$9.83K ﹤0.01% 1140
2023
Q1 		$2.36M Buy
63,592
+2,088
+3% +$75.7K ﹤0.01% 1143
2022
Q4 		$2M Sell
61,504
-1,040
-2% -$30.7K ﹤0.01% 1207
2022
Q3 		$1.64M Buy
62,544
+279
+0.4% +$8.49K ﹤0.01% 1282
2022
Q2 		$1.77M Sell
62,265
-15,451
-20% -$532K ﹤0.01% 1283
2022
Q1 		$3.29M Buy
77,716
+17,768
+30% +$803K 0.01% 1065
2021
Q4 		$2.77M Buy
+59,948
New +$2.89M ﹤0.01% 1125

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Truist Financial's CMCO Position: Q1 2025 in Review

Truist Financial sold out of Columbus McKinnon (CMCO) in Q1 2025, closing a stake of 64,106 shares — an estimated $2.39M sold.

Truist Financial first reported a position in CMCO in Q4 2021 and held it in 13 quarters. The position peaked at $3.54M in Q1 2024. 208 funds tracked by Wall St. Rank hold CMCO as of Q1 2025.

  • Truist Financial reported no remaining Columbus McKinnon position as of Q1 2025 after selling out during the quarter.
  • Truist Financial sold 64,106 Columbus McKinnon shares in Q1 2025, an estimated $2.39M.
  • Truist Financial first reported a position in Columbus McKinnon in Q4 2021 and held it in 13 quarters.
  • Truist Financial's Columbus McKinnon position peaked at $3.54M in Q1 2024.
  • 208 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.