Weld Capital Management’s Columbus McKinnon CMCO Stock Holding History

Weld Capital 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
2019 Q4	–	Sell	-14,692	Closed	-$535K	–	641
2019 Q3	$535K	Buy	+14,692	New	+$545K	0.1%	358
2019 Q2	–	Sell	-6,564	Closed	-$225K	–	765
2019 Q1	$225K	Buy	+6,564	New	+$228K	0.04%	568

Other funds holding CMCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Weld Capital Management's CMCO Position: Q4 2019 in Review

Weld Capital Management sold out of Columbus McKinnon (CMCO) in Q4 2019, closing a stake of 14,692 shares — an estimated $535K sold.

Weld Capital Management first reported a position in CMCO in Q1 2019 and held it in 2 quarters. The position peaked at $535K in Q3 2019. 166 funds tracked by Wall St. Rank hold CMCO as of Q4 2019.

Weld Capital Management reported no remaining Columbus McKinnon position as of Q4 2019 after selling out during the quarter.
Weld Capital Management sold 14,692 Columbus McKinnon shares in Q4 2019, an estimated $535K.
Weld Capital Management first reported a position in Columbus McKinnon in Q1 2019 and held it in 2 quarters.
Weld Capital Management's Columbus McKinnon position peaked at $535K in Q3 2019.
166 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.