Bull Oak Capital’s Cummins CMI Stock Holding History

Bull Oak Capital’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 Q4	–	Sell	-63	Closed	-$20.4K	–	36
2024 Q3	$20.4K	Buy	+63	New	+$18.7K	0.01%	61

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

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

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

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

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

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

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

Bull Oak Capital's CMI Position: Q4 2024 in Review

Bull Oak Capital sold out of Cummins (CMI) in Q4 2024, closing a stake of 63 shares — an estimated $20.4K sold.

Bull Oak Capital first reported a position in CMI in Q3 2024 and held it in 1 quarter. The position peaked at $20.4K in Q3 2024. 1,552 funds tracked by Wall St. Rank hold CMI as of Q4 2024.

Bull Oak Capital reported no remaining Cummins position as of Q4 2024 after selling out during the quarter.
Bull Oak Capital sold 63 Cummins shares in Q4 2024, an estimated $20.4K.
Bull Oak Capital first reported a position in Cummins in Q3 2024 and held it in 1 quarter.
Bull Oak Capital's Cummins position peaked at $20.4K in Q3 2024.
1,552 funds tracked by Wall St. Rank held Cummins as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.