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Angeles Investment Advisors’s Cummins CMI Stock Holding History

Angeles Investment Advisors’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
2025
Q1 		– Sell
-757
Closed -$264K – 71
2024
Q4 		$264K Sell
757
-77
-9% -$27.1K 0.01% 153
2024
Q3 		$270K Hold
834
– – 0.01% 179
2024
Q2 		$231K Buy
+834
New +$238K 0.01% 185

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Angeles Investment Advisors's CMI Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Cummins (CMI) in Q1 2025, closing a stake of 757 shares — an estimated $264K sold.

Angeles Investment Advisors first reported a position in CMI in Q2 2024 and held it in 3 quarters. The position peaked at $270K in Q3 2024. 1,568 funds tracked by Wall St. Rank hold CMI as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Cummins position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 757 Cummins shares in Q1 2025, an estimated $264K.
  • Angeles Investment Advisors first reported a position in Cummins in Q2 2024 and held it in 3 quarters.
  • Angeles Investment Advisors's Cummins position peaked at $270K in Q3 2024.
  • 1,568 funds tracked by Wall St. Rank held Cummins as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.