Capital Research Global Investors
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Capital Research Global Investors’s Cummins CMI Stock Holding History

Capital Research Global 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
2023
Q4 		– Sell
-2,207,674
Closed -$504M – 415
2023
Q3 		$504M Sell
2,207,674
-100,151
-4% -$24.2M 0.14% 145
2023
Q2 		$566M Buy
2,307,825
+769
+0% +$174K 0.15% 135
2023
Q1 		$551M Sell
2,307,056
-456,599
-17% -$111M 0.16% 129
2022
Q4 		$670M Sell
2,763,655
-502,123
-15% -$119M 0.2% 111
2022
Q3 		$665M Buy
3,265,778
+99,899
+3% +$21.3M 0.22% 105
2022
Q2 		$613M Buy
3,165,879
+301,251
+11% +$60.2M 0.19% 109
2022
Q1 		$588M Buy
2,864,628
+309
+0% +$66.8K 0.15% 135
2021
Q4 		$625M Sell
2,864,319
-538,584
-16% -$123M 0.14% 145
2021
Q3 		$764M Buy
3,402,903
+135,846
+4% +$31.8M 0.18% 123
2021
Q2 		$797M Buy
3,267,057
+7
+0% +$1.79K 0.19% 122
2021
Q1 		$847M Buy
3,267,050
+324,537
+11% +$81.1M 0.21% 112
2020
Q4 		$668M Sell
2,942,513
-94,135
-3% -$21.1M 0.17% 131
2020
Q3 		$641M Sell
3,036,648
-38,352
-1% -$7.64M 0.19% 120
2020
Q2 		$533M Buy
+3,075,000
New +$491M 0.17% 125
2019
Q2 		– Sell
-38
Closed -$6K – 405
2019
Q1 		$6K Sell
38
-1,553,698
-100% -$233M ﹤0.01% 404
2018
Q4 		$208M Sell
1,553,736
-2,612,240
-63% -$369M 0.07% 199
2018
Q3 		$609M Sell
4,165,976
-2,487
-0.1% -$350K 0.18% 119
2018
Q2 		$554M Sell
4,168,463
-539,878
-11% -$80.8M 0.15% 128
2018
Q1 		$763M Buy
4,708,341
+1,987,036
+73% +$342M 0.22% 112
2017
Q4 		$481M Sell
2,721,305
-335
-0% -$57.3K 0.14% 138
2017
Q3 		$457M Buy
2,721,640
+67
+0% +$10.8K 0.14% 147
2017
Q2 		$441M Sell
2,721,573
-651,409
-19% -$101M 0.14% 149
2017
Q1 		$510M Sell
3,372,982
-1,716,255
-34% -$254M 0.16% 144
2016
Q4 		$696M Sell
5,089,237
-423,641
-8% -$56.7M 0.23% 116
2016
Q3 		$706M Sell
5,512,878
-2,345,143
-30% -$285M 0.23% 114
2016
Q2 		$884M Sell
7,858,021
-5,131,297
-40% -$581M 0.3% 90
2016
Q1 		$1.43B Buy
12,989,318
+1,403,427
+12% +$136M 0.49% 53
2015
Q4 		$1.02B Sell
11,585,891
-2,304,308
-17% -$230M 0.35% 72
2015
Q3 		$1.51B Buy
13,890,199
+167,000
+1% +$20.6M 0.54% 47
2015
Q2 		$1.8B Buy
13,723,199
+1,461,699
+12% +$201M 0.59% 43
2015
Q1 		$1.7B Buy
12,261,500
+391,036
+3% +$55.1M 0.58% 48
2014
Q4 		$1.71B Buy
11,870,464
+1,643,400
+16% +$232M 0.58% 42
2014
Q3 		$1.35B Buy
10,227,064
+1,680,785
+20% +$242M 0.47% 57
2014
Q2 		$1.32B Buy
8,546,279
+454,000
+6% +$68.7M 0.46% 58
2014
Q1 		$1.21B Buy
8,092,279
+50,875
+0.6% +$7.07M 0.44% 63
2013
Q4 		$1.13B Buy
8,041,404
+869,940
+12% +$115M 0.42% 68
2013
Q3 		$953M Buy
7,171,464
+3,002,464
+72% +$371M 0.38% 76
2013
Q2 		$452M Buy
+4,169,000
New +$473M 0.19% 127

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors's CMI Position: Q4 2023 in Review

Capital Research Global Investors sold out of Cummins (CMI) in Q4 2023, closing a stake of 2,207,674 shares — an estimated $504M sold.

Capital Research Global Investors first reported a position in CMI in Q2 2013 and held it in 38 quarters. The position peaked at $1.8B in Q2 2015. 1,366 funds tracked by Wall St. Rank hold CMI as of Q4 2023.

  • Capital Research Global Investors reported no remaining Cummins position as of Q4 2023 after selling out during the quarter.
  • Capital Research Global Investors sold 2,207,674 Cummins shares in Q4 2023, an estimated $504M.
  • Capital Research Global Investors first reported a position in Cummins in Q2 2013 and held it in 38 quarters.
  • Capital Research Global Investors's Cummins position peaked at $1.8B in Q2 2015.
  • 1,366 funds tracked by Wall St. Rank held Cummins as of Q4 2023.

Based on Capital Research Global Investors's 13F filing for Q4 2023, filed 13 Feb 2024.