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Westwood Holdings Group’s Columbus McKinnon CMCO Stock Holding History

Westwood Holdings Group’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
Q4 		– Sell
-988,007
Closed -$25.8M – 567
2022
Q3 		$25.8M Buy
988,007
+136,103
+16% +$4.14M 0.31% 111
2022
Q2 		$24.2M Buy
851,904
+92,762
+12% +$3.19M 0.26% 125
2022
Q1 		$32.2M Buy
759,142
+33,911
+5% +$1.53M 0.3% 115
2021
Q4 		$33.5M Buy
725,231
+168,462
+30% +$8.13M 0.3% 113
2021
Q3 		$26.9M Sell
556,769
-32,490
-6% -$1.47M 0.29% 115
2021
Q2 		$28.4M Buy
589,259
+101,153
+21% +$5.18M 0.29% 110
2021
Q1 		$25.8M Buy
488,106
+17,885
+4% +$853K 0.26% 131
2020
Q4 		$18.1M Buy
470,221
+53,879
+13% +$2.03M 0.21% 144
2020
Q3 		$13.8M Sell
416,342
-42,002
-9% -$1.46M 0.17% 174
2020
Q2 		$15.3M Buy
458,344
+5,751
+1% +$159K 0.2% 158
2020
Q1 		$11.3M Buy
452,593
+69,430
+18% +$2.31M 0.17% 166
2019
Q4 		$15.3M Sell
383,163
-78,081
-17% -$3.02M 0.16% 183
2019
Q3 		$16.8M Buy
461,244
+20,344
+5% +$755K 0.19% 166
2019
Q2 		$18.5M Sell
440,900
-74,371
-14% -$2.83M 0.2% 155
2019
Q1 		$17.7M Buy
515,271
+85,272
+20% +$2.97M 0.18% 154
2018
Q4 		$13M Buy
429,999
+44,483
+12% +$1.51M 0.15% 163
2018
Q3 		$15.2M Buy
385,516
+18,809
+5% +$786K 0.13% 170
2018
Q2 		$15.9M Sell
366,707
-53,795
-13% -$2.08M 0.13% 176
2018
Q1 		$15.1M Buy
420,502
+238,647
+131% +$9.15M 0.12% 174
2017
Q4 		$7.27M Buy
+181,855
New +$6.96M 0.05% 218

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Westwood Holdings Group's CMCO Position: Q4 2022 in Review

Westwood Holdings Group sold out of Columbus McKinnon (CMCO) in Q4 2022, closing a stake of 988,007 shares — an estimated $25.8M sold.

Westwood Holdings Group first reported a position in CMCO in Q4 2017 and held it in 20 quarters. The position peaked at $33.5M in Q4 2021. 156 funds tracked by Wall St. Rank hold CMCO as of Q4 2022.

  • Westwood Holdings Group reported no remaining Columbus McKinnon position as of Q4 2022 after selling out during the quarter.
  • Westwood Holdings Group sold 988,007 Columbus McKinnon shares in Q4 2022, an estimated $25.8M.
  • Westwood Holdings Group first reported a position in Columbus McKinnon in Q4 2017 and held it in 20 quarters.
  • Westwood Holdings Group's Columbus McKinnon position peaked at $33.5M in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2022.

Based on Westwood Holdings Group's 13F filing for Q4 2022, filed 14 Feb 2023.