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Wakefield Asset Management’s Columbus McKinnon CMCO Stock Holding History

Wakefield Asset Management’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
2022
Q2 		– Sell
-18,027
Closed -$764K – 179
2022
Q1 		$764K Buy
+18,027
New +$815K 0.27% 115

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wakefield Asset Management's CMCO Position: Q2 2022 in Review

Wakefield Asset Management sold out of Columbus McKinnon (CMCO) in Q2 2022, closing a stake of 18,027 shares — an estimated $764K sold.

Wakefield Asset Management first reported a position in CMCO in Q1 2022 and held it in 1 quarter. The position peaked at $764K in Q1 2022. 159 funds tracked by Wall St. Rank hold CMCO as of Q2 2022.

  • Wakefield Asset Management reported no remaining Columbus McKinnon position as of Q2 2022 after selling out during the quarter.
  • Wakefield Asset Management sold 18,027 Columbus McKinnon shares in Q2 2022, an estimated $764K.
  • Wakefield Asset Management first reported a position in Columbus McKinnon in Q1 2022 and held it in 1 quarter.
  • Wakefield Asset Management's Columbus McKinnon position peaked at $764K in Q1 2022.
  • 159 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2022.

Based on Wakefield Asset Management's 13F filing for Q2 2022, filed 9 Aug 2022.