Berman Capital Advisors’s Cummins CMI Stock Holding History

Berman Capital 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
2021 Q3	$171K	Buy	765 +205	+37%	+$48K	0.03%	296
2021 Q2	$136K	Buy	560 +44	+9%	+$11.3K	0.02%	308
2021 Q1	$133K	Buy	516 +187	+57%	+$46.7K	0.03%	249
2020 Q4	$74K	Buy	329 +53	+19%	+$11.9K	0.02%	310
2020 Q3	$57K	Sell	276 -9	-3%	-$1.79K	0.02%	313
2020 Q2	$48K	Buy	285 +6	+2%	+$959	0.01%	330
2020 Q1	$37K	Buy	279 +76	+37%	+$11.8K	0.01%	353
2019 Q4	$36K	Hold	203	–	–	0.01%	388
2019 Q3	$33K	Sell	203 -7	-3%	-$1.12K	0.01%	380
2019 Q2	$36K	Buy	210 +35	+20%	+$5.73K	0.01%	368
2019 Q1	$27K	Buy	175 +46	+36%	+$6.9K	0.01%	387
2018 Q4	$17K	Buy	+129	New	+$18.2K	0.01%	409

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Berman Capital Advisors's CMI Position: Q3 2021 in Review

Berman Capital Advisors increased its Cummins (CMI) stake by 37% in Q3 2021, buying an estimated $48K and bringing the position to 765 shares worth $171K. The position accounts for 0.03% of the portfolio, ranked #296.

Berman Capital Advisors first reported a position in CMI in Q4 2018 and has held it in 12 quarters since. 1,176 funds tracked by Wall St. Rank hold CMI as of Q3 2021.

Berman Capital Advisors held 765 shares of Cummins worth $171K as of Q3 2021.
Berman Capital Advisors bought 205 Cummins shares in Q3 2021, an estimated $48K.
Cummins made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #296 holding.
Berman Capital Advisors first reported a position in Cummins in Q4 2018 and has held it in 12 quarters since.
1,176 funds tracked by Wall St. Rank held Cummins as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.