Atom Investors’s Cummins CMI Stock Holding History

Atom Investors’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 Q2	–	Sell	-1,900	Closed	-$560K	–	508
2024 Q1	$560K	Buy	+1,900	New	+$490K	0.07%	316
2023 Q4	–	Sell	-2,610	Closed	-$596K	–	467
2023 Q3	$596K	Buy	2,610 +228	+10%	+$55.1K	0.14%	200
2023 Q2	$584K	Buy	+2,382	New	+$539K	0.22%	98

Other funds holding CMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atom Investors's CMI Position: Q2 2024 in Review

Atom Investors sold out of Cummins (CMI) in Q2 2024, closing a stake of 1,900 shares — an estimated $560K sold.

Atom Investors first reported a position in CMI in Q2 2023 and held it in 3 quarters. The position peaked at $596K in Q3 2023. 1,390 funds tracked by Wall St. Rank hold CMI as of Q2 2024.

Atom Investors reported no remaining Cummins position as of Q2 2024 after selling out during the quarter.
Atom Investors sold 1,900 Cummins shares in Q2 2024, an estimated $560K.
Atom Investors first reported a position in Cummins in Q2 2023 and held it in 3 quarters.
Atom Investors's Cummins position peaked at $596K in Q3 2023.
1,390 funds tracked by Wall St. Rank held Cummins as of Q2 2024.

Based on Atom Investors's 13F filing for Q2 2024, filed 14 Aug 2024.