BIA
CMI icon

Bigelow Investment Advisors’s Cummins CMI Stock Holding History

Bigelow 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
2020
Q4 		– Sell
-956
Closed -$202K – 140
2020
Q3 		$202K Sell
956
-250
-21% -$49.8K 0.12% 135
2020
Q2 		$209K Sell
1,206
-1,601
-57% -$256K 0.14% 132
2020
Q1 		$380K Sell
2,807
-441
-14% -$68.8K 0.29% 91
2019
Q4 		$581K Sell
3,248
-89
-3% -$15.7K 0.34% 83
2019
Q3 		$543K Sell
3,337
-29
-0.9% -$4.64K 0.35% 85
2019
Q2 		$577K Sell
3,366
-200
-6% -$32.7K 0.39% 74
2019
Q1 		$563K Sell
3,566
-749
-17% -$112K 0.39% 74
2018
Q4 		$577K Buy
4,315
+455
+12% +$64.2K 0.43% 72
2018
Q3 		$564K Hold
3,860
– – 0.38% 74
2018
Q2 		$513K Buy
3,860
+250
+7% +$37.4K 0.35% 85
2018
Q1 		$585K Buy
+3,610
New +$620K 0.4% 77

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bigelow Investment Advisors's CMI Position: Q4 2020 in Review

Bigelow Investment Advisors sold out of Cummins (CMI) in Q4 2020, closing a stake of 956 shares — an estimated $202K sold.

Bigelow Investment Advisors first reported a position in CMI in Q1 2018 and held it in 11 quarters. The position peaked at $585K in Q1 2018. 1,173 funds tracked by Wall St. Rank hold CMI as of Q4 2020.

  • Bigelow Investment Advisors reported no remaining Cummins position as of Q4 2020 after selling out during the quarter.
  • Bigelow Investment Advisors sold 956 Cummins shares in Q4 2020, an estimated $202K.
  • Bigelow Investment Advisors first reported a position in Cummins in Q1 2018 and held it in 11 quarters.
  • Bigelow Investment Advisors's Cummins position peaked at $585K in Q1 2018.
  • 1,173 funds tracked by Wall St. Rank held Cummins as of Q4 2020.

Based on Bigelow Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.