Cahill Financial Advisors’s Cummins CMI Stock Holding History

Cahill Financial 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 Q4	–	Sell	-123	Closed	-$28K	–	331
2021 Q3	$28K	Buy	+123	New	+$28.8K	0.01%	408

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Cahill Financial Advisors's CMI Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Cummins (CMI) in Q4 2021, closing a stake of 123 shares — an estimated $28K sold.

Cahill Financial Advisors first reported a position in CMI in Q3 2021 and held it in 1 quarter. The position peaked at $28K in Q3 2021. 1,258 funds tracked by Wall St. Rank hold CMI as of Q4 2021.

Cahill Financial Advisors reported no remaining Cummins position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 123 Cummins shares in Q4 2021, an estimated $28K.
Cahill Financial Advisors first reported a position in Cummins in Q3 2021 and held it in 1 quarter.
Cahill Financial Advisors's Cummins position peaked at $28K in Q3 2021.
1,258 funds tracked by Wall St. Rank held Cummins as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.