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Advanced Portfolio Management’s Cummins CMI Stock Holding History

Advanced Portfolio Management’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
2024
Q4 		– Sell
-968
Closed -$313K – 54
2024
Q3 		$313K Sell
968
-839
-46% -$249K 0.32% 35
2024
Q2 		$500K Hold
1,807
– – 0.33% 44
2024
Q1 		$532K Buy
+1,807
New +$466K 1.01% 24

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advanced Portfolio Management's CMI Position: Q4 2024 in Review

Advanced Portfolio Management sold out of Cummins (CMI) in Q4 2024, closing a stake of 968 shares — an estimated $313K sold.

Advanced Portfolio Management first reported a position in CMI in Q1 2024 and held it in 3 quarters. The position peaked at $532K in Q1 2024. 1,551 funds tracked by Wall St. Rank hold CMI as of Q4 2024.

  • Advanced Portfolio Management reported no remaining Cummins position as of Q4 2024 after selling out during the quarter.
  • Advanced Portfolio Management sold 968 Cummins shares in Q4 2024, an estimated $313K.
  • Advanced Portfolio Management first reported a position in Cummins in Q1 2024 and held it in 3 quarters.
  • Advanced Portfolio Management's Cummins position peaked at $532K in Q1 2024.
  • 1,551 funds tracked by Wall St. Rank held Cummins as of Q4 2024.

Based on Advanced Portfolio Management's 13F filing for Q4 2024, filed 14 Feb 2025.