UBS AM’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-74,696
| Closed | -$1.26M | – | 2635 |
|
|
2025
Q1 | $1.26M | Buy |
74,696
+7,302
| +11% | +$124K | ﹤0.01% | 2210 |
|
|
2024
Q4 | $2.51M | Buy |
67,394
+11,585
| +21% | +$431K | ﹤0.01% | 1936 |
|
|
2024
Q3 | $2.01M | Sell |
55,809
-5,194
| -9% | -$187K | ﹤0.01% | 2034 |
|
|
2024
Q2 | $2.11M | Buy |
61,003
+18,487
| +43% | +$639K | ﹤0.01% | 1966 |
|
|
2024
Q1 | $1.9M | Buy |
42,516
+4,879
| +13% | +$218K | ﹤0.01% | 1712 |
|
|
2023
Q4 | $1.47M | Buy |
37,637
+4,316
| +13% | +$168K | ﹤0.01% | 1825 |
|
|
2023
Q3 | $1.16M | Buy |
33,321
+3,775
| +13% | +$132K | ﹤0.01% | 1879 |
|
|
2023
Q2 | $1.1M | Hold |
29,546
| – | – | ﹤0.01% | 1959 |
|
|
2023
Q1 | $1.1M | Buy |
29,546
+2,041
| +7% | +$75.8K | ﹤0.01% | 1959 |
|
|
2022
Q4 | $893K | Hold |
27,505
| – | – | ﹤0.01% | 1902 |
|
|
2022
Q3 | $720K | Hold |
27,505
| – | – | ﹤0.01% | 2155 |
|
|
2022
Q2 | $780K | Hold |
27,505
| – | – | ﹤0.01% | 2091 |
|
|
2022
Q1 | $1.17M | Buy |
27,505
+6,835
| +33% | +$290K | ﹤0.01% | 2058 |
|
|
2021
Q4 | $956K | Buy |
20,670
+1,369
| +7% | +$63.3K | ﹤0.01% | 2234 |
|
|
2021
Q3 | $933K | Hold |
19,301
| – | – | ﹤0.01% | 2204 |
|
|
2021
Q2 | $931K | Sell |
19,301
-153
| -0.8% | -$7.38K | ﹤0.01% | 2251 |
|
|
2021
Q1 | $1.03M | Buy |
19,454
+681
| +4% | +$35.9K | ﹤0.01% | 2077 |
|
|
2020
Q4 | $722K | Hold |
18,773
| – | – | ﹤0.01% | 2143 |
|
|
2020
Q3 | $621K | Buy |
18,773
+9,726
| +108% | +$322K | ﹤0.01% | 2036 |
|
|
2020
Q2 | $303K | Buy |
9,047
+555
| +7% | +$18.6K | ﹤0.01% | 2279 |
|
|
2020
Q1 | $212K | Sell |
8,492
-8,934
| -51% | -$223K | ﹤0.01% | 2254 |
|
|
2019
Q4 | $698K | Buy |
17,426
+238
| +1% | +$9.53K | ﹤0.01% | 2094 |
|
|
2019
Q3 | $626K | Buy |
17,188
+9,528
| +124% | +$347K | ﹤0.01% | 2182 |
|
|
2019
Q2 | $321K | Hold |
7,660
| – | – | ﹤0.01% | 2389 |
|
|
2019
Q1 | $263K | Hold |
7,660
| – | – | ﹤0.01% | 2365 |
|
|
2018
Q4 | $231K | Hold |
7,660
| – | – | ﹤0.01% | 2324 |
|
|
2018
Q3 | $303K | Hold |
7,660
| – | – | ﹤0.01% | 2284 |
|
|
2018
Q2 | $332K | Hold |
7,660
| – | – | ﹤0.01% | 2261 |
|
|
2018
Q1 | $275K | Buy |
7,660
+1,696
| +28% | +$60.8K | ﹤0.01% | 2250 |
|
|
2017
Q4 | $238K | Hold |
5,964
| – | – | ﹤0.01% | 2219 |
|
|
2017
Q3 | $226K | Buy |
+5,964
| New | +$226K | ﹤0.01% | 2198 |
|
|
2016
Q1 | – | Sell |
-10,299
| Closed | -$195K | – | 2633 |
|
|
2015
Q4 | $195K | Hold |
10,299
| – | – | ﹤0.01% | 2540 |
|
|
2015
Q3 | $187K | Hold |
10,299
| – | – | ﹤0.01% | 2512 |
|
|
2015
Q2 | $257K | Hold |
10,299
| – | – | ﹤0.01% | 2454 |
|
|
2015
Q1 | $277K | Buy |
10,299
+600
| +6% | +$16.1K | ﹤0.01% | 2308 |
|
|
2014
Q4 | $272K | Hold |
9,699
| – | – | ﹤0.01% | 2292 |
|
|
2014
Q3 | $213K | Hold |
9,699
| – | – | ﹤0.01% | 2341 |
|
|
2014
Q2 | $262K | Hold |
9,699
| – | – | ﹤0.01% | 2262 |
|
|
2014
Q1 | $260K | Hold |
9,699
| – | – | ﹤0.01% | 2273 |
|
|
2013
Q4 | $263K | Sell |
9,699
-800
| -8% | -$21.7K | ﹤0.01% | 2216 |
|
|
2013
Q3 | $252K | Hold |
10,499
| – | – | ﹤0.01% | 2194 |
|
|
2013
Q2 | $224K | Buy |
+10,499
| New | +$224K | ﹤0.01% | 2204 |
|