WC
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Walthausen & Co’s Columbus McKinnon CMCO Stock Holding History

Walthausen & Co’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
2020
Q1 		– Sell
-204,687
Closed -$8.19M – 131
2019
Q4 		$8.19M Sell
204,687
-91,594
-31% -$3.54M 1.07% 29
2019
Q3 		$10.8M Hold
296,281
– – 1.5% 10
2019
Q2 		$12.4M Sell
296,281
-9,560
-3% -$364K 1.64% 7
2019
Q1 		$10.5M Buy
305,841
+62,960
+26% +$2.19M 1.37% 17
2018
Q4 		$7.32M Buy
242,881
+15,480
+7% +$525K 1.01% 34
2018
Q3 		$8.99M Buy
+227,401
New +$9.5M 0.86% 55
2018
Q1 		$7.63M Sell
212,851
-28,330
-12% -$1.09M 0.75% 59
2017
Q4 		$9.64M Sell
241,181
-2,710
-1% -$104K 0.91% 48
2017
Q3 		$9.24M Sell
243,891
-2,040
-0.8% -$62.3K 0.86% 52
2017
Q2 		$6.25M Sell
245,931
-1,744
-0.7% -$45.2K 0.61% 77
2017
Q1 		$6.15M Sell
247,675
-24,567
-9% -$646K 0.63% 76
2016
Q4 		$7.36M Sell
272,242
-3,620
-1% -$81.4K 0.68% 64
2016
Q3 		$4.92M Sell
275,862
-156,725
-36% -$2.62M 0.49% 95
2016
Q2 		$6.12M Sell
432,587
-26,640
-6% -$412K 0.64% 81
2016
Q1 		$7.24M Sell
459,227
-37,064
-7% -$548K 0.77% 49
2015
Q4 		$9.38M Sell
496,291
-79,358
-14% -$1.53M 0.91% 46
2015
Q3 		$10.5M Buy
575,649
+354,952
+161% +$7.43M 0.91% 50
2015
Q2 		$5.52M Sell
220,697
-770
-0.3% -$19.1K 0.4% 104
2015
Q1 		$5.97M Sell
221,467
-80
-0% -$2.06K 0.44% 95
2014
Q4 		$6.21M Sell
221,547
-1,860
-0.8% -$48.4K 0.48% 71
2014
Q3 		$4.91M Sell
223,407
-52,710
-19% -$1.33M 0.4% 96
2014
Q2 		$7.47M Sell
276,117
-161,640
-37% -$4.42M 0.55% 69
2014
Q1 		$11.7M Sell
437,757
-215,580
-33% -$5.59M 0.94% 61
2013
Q4 		$17.7M Sell
653,337
-103,770
-14% -$2.71M 1.31% 37
2013
Q3 		$18.2M Buy
757,107
+78,130
+12% +$1.79M 1.45% 25
2013
Q2 		$14.5M Buy
+678,977
New +$13.3M 1.46% 23

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Walthausen & Co's CMCO Position: Q1 2020 in Review

Walthausen & Co sold out of Columbus McKinnon (CMCO) in Q1 2020, closing a stake of 204,687 shares — an estimated $8.19M sold.

Walthausen & Co first reported a position in CMCO in Q2 2013 and held it in 26 quarters. The position peaked at $18.2M in Q3 2013. 146 funds tracked by Wall St. Rank hold CMCO as of Q1 2020.

  • Walthausen & Co reported no remaining Columbus McKinnon position as of Q1 2020 after selling out during the quarter.
  • Walthausen & Co sold 204,687 Columbus McKinnon shares in Q1 2020, an estimated $8.19M.
  • Walthausen & Co first reported a position in Columbus McKinnon in Q2 2013 and held it in 26 quarters.
  • Walthausen & Co's Columbus McKinnon position peaked at $18.2M in Q3 2013.
  • 146 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2020.

Based on Walthausen & Co's 13F filing for Q1 2020, filed 13 May 2020.