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Access Financial Services’s Cummins CMI Stock Holding History

Access Financial Services’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,260
Closed -$957K – 117
2021
Q3 		$957K Buy
4,260
+202
+5% +$47.3K 0.43% 70
2021
Q2 		$989K Buy
+4,058
New +$1.04M 0.46% 70
2018
Q4 		– Sell
-9,560
Closed -$1.4M – 67
2018
Q3 		$1.4M Sell
9,560
-30
-0.3% -$4.22K 0.96% 27
2018
Q2 		$1.27M Buy
9,590
+280
+3% +$41.9K 0.9% 31
2018
Q1 		$1.51M Buy
+9,310
New +$1.6M 1.11% 23

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Access Financial Services's CMI Position: Q4 2021 in Review

Access Financial Services sold out of Cummins (CMI) in Q4 2021, closing a stake of 4,260 shares — an estimated $957K sold.

Access Financial Services first reported a position in CMI in Q1 2018 and held it in 5 quarters. The position peaked at $1.51M in Q1 2018. 1,258 funds tracked by Wall St. Rank hold CMI as of Q4 2021.

  • Access Financial Services reported no remaining Cummins position as of Q4 2021 after selling out during the quarter.
  • Access Financial Services sold 4,260 Cummins shares in Q4 2021, an estimated $957K.
  • Access Financial Services first reported a position in Cummins in Q1 2018 and held it in 5 quarters.
  • Access Financial Services's Cummins position peaked at $1.51M in Q1 2018.
  • 1,258 funds tracked by Wall St. Rank held Cummins as of Q4 2021.

Based on Access Financial Services's 13F filing for Q4 2021, filed 14 Jan 2022.