American Research & Management Company’s Cummins CMI Stock Holding History

American Research & Management Company’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
2022 Q3	$81K	Hold	400	–	–	0.02%	164
2022 Q2	$77K	Hold	400	–	–	0.02%	174
2022 Q1	$82K	Hold	400	–	–	0.02%	178
2021 Q4	$87K	Hold	400	–	–	0.02%	177
2021 Q3	$90K	Sell	400 -50	-11%	-$11.7K	0.02%	171
2021 Q2	$110K	Hold	450	–	–	0.03%	166
2021 Q1	$117K	Sell	450 -50	-10%	-$12.5K	0.03%	153
2020 Q4	$114K	Buy	500 +485	+3,233%	+$109K	0.03%	153
2020 Q3	$3K	Hold	15	–	–	﹤0.01%	311
2020 Q2	$3K	Buy	+15	New	+$2.4K	﹤0.01%	310

Other funds holding CMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Research & Management Company's CMI Position: Q3 2022 in Review

American Research & Management Company held its Cummins (CMI) position steady in Q3 2022 at 400 shares worth $81K. The position accounts for 0.02% of the portfolio, ranked #164.

American Research & Management Company first reported a position in CMI in Q2 2020 and has held it in 10 quarters since. The position peaked at $117K in Q1 2021. 1,207 funds tracked by Wall St. Rank hold CMI as of Q3 2022.

American Research & Management Company held 400 shares of Cummins worth $81K as of Q3 2022.
American Research & Management Company left its Cummins share count unchanged in Q3 2022.
Cummins made up 0.02% of American Research & Management Company's portfolio in Q3 2022, its #164 holding.
American Research & Management Company first reported a position in Cummins in Q2 2020 and has held it in 10 quarters since.
American Research & Management Company's Cummins position peaked at $117K in Q1 2021.
1,207 funds tracked by Wall St. Rank held Cummins as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.