Zacks Investment Management’s Columbus McKinnon CMCO Stock Holding History

Zacks Investment 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 Q1	–	Sell	-29,212	Closed	-$880K	–	543
2018 Q4	$880K	Sell	29,212 -53,011	-64%	-$1.8M	0.02%	369
2018 Q3	$3.25M	Buy	82,223 +926	+1%	+$38.7K	0.07%	197
2018 Q2	$3.52M	Sell	81,297 -394	-0.5%	-$15.3K	0.08%	182
2018 Q1	$2.93M	Buy	81,691 +53,069	+185%	+$2.04M	0.07%	205
2017 Q4	$1.14M	Buy	28,622 +1,236	+5%	+$47.3K	0.02%	371
2017 Q3	$1.04M	Buy	+27,386	New	+$836K	0.02%	369
2014 Q3	–	Sell	-21,915	Closed	-$593K	–	674
2014 Q2	$593K	Buy	+21,915	New	+$600K	0.02%	383
2013 Q4	–	Sell	-17,640	Closed	-$424K	–	675
2013 Q3	$424K	Buy	17,640 +8,061	+84%	+$185K	0.02%	396
2013 Q2	$204K	Buy	+9,579	New	+$188K	0.01%	569

Other funds holding CMCO

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

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

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

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

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

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

ACB

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Zacks Investment Management's CMCO Position: Q1 2019 in Review

Zacks Investment Management sold out of Columbus McKinnon (CMCO) in Q1 2019, closing a stake of 29,212 shares — an estimated $880K sold.

Zacks Investment Management first reported a position in CMCO in Q2 2013 and held it in 9 quarters. The position peaked at $3.52M in Q2 2018. 159 funds tracked by Wall St. Rank hold CMCO as of Q1 2019.

Zacks Investment Management reported no remaining Columbus McKinnon position as of Q1 2019 after selling out during the quarter.
Zacks Investment Management sold 29,212 Columbus McKinnon shares in Q1 2019, an estimated $880K.
Zacks Investment Management first reported a position in Columbus McKinnon in Q2 2013 and held it in 9 quarters.
Zacks Investment Management's Columbus McKinnon position peaked at $3.52M in Q2 2018.
159 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2019.

Based on Zacks Investment Management's 13F filing for Q1 2019, filed 15 May 2019.