Ziegler Capital Management’s Columbus McKinnon CMCO Stock Holding History

Ziegler 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
2024 Q1	$879K	Buy	19,685 +1,315	+7%	+$53.2K	0.03%	294
2023 Q4	$717K	Buy	18,370 +1,288	+8%	+$45.2K	0.03%	319
2023 Q3	$596K	Sell	17,082 -1,716	-9%	-$65.4K	0.02%	324
2023 Q2	$764K	Buy	+18,798	New	+$695K	0.03%	305
2021 Q4	–	Sell	-21,927	Closed	-$1.06M	–	422
2021 Q3	$1.06M	Sell	21,927 -752	-3%	-$34K	0.04%	327
2021 Q2	$1.09M	Buy	22,679 +469	+2%	+$24K	0.04%	329
2021 Q1	$1.17M	Sell	22,210 -584	-3%	-$27.9K	0.04%	325
2020 Q4	$876K	Sell	22,794 -2,202	-9%	-$82.8K	0.03%	338
2020 Q3	$827K	Buy	24,996 +3,260	+15%	+$113K	0.03%	323
2020 Q2	$727K	Sell	21,736 -2,745	-11%	-$75.7K	0.02%	358
2020 Q1	$612K	Buy	+24,481	New	+$814K	0.02%	424

Other funds holding CMCO

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ziegler Capital Management's CMCO Position: Q1 2024 in Review

Ziegler Capital Management increased its Columbus McKinnon (CMCO) stake by 7.2% in Q1 2024, buying an estimated $53.2K and bringing the position to 19,685 shares worth $879K. The position accounts for 0.03% of the portfolio, ranked #294.

Ziegler Capital Management first reported a position in CMCO in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.17M in Q1 2021. 205 funds tracked by Wall St. Rank hold CMCO as of Q1 2024.

Ziegler Capital Management held 19,685 shares of Columbus McKinnon worth $879K as of Q1 2024.
Ziegler Capital Management bought 1,315 Columbus McKinnon shares in Q1 2024, an estimated $53.2K.
Columbus McKinnon made up 0.03% of Ziegler Capital Management's portfolio in Q1 2024, its #294 holding.
Ziegler Capital Management first reported a position in Columbus McKinnon in Q1 2020 and has held it in 11 quarters since.
Ziegler Capital Management's Columbus McKinnon position peaked at $1.17M in Q1 2021.
205 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.