Capital World Investors
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Capital World Investors’s Cummins CMI Stock Holding History

Capital World 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
2020
Q2 		– Sell
-800,625
Closed -$108M – 536
2020
Q1 		$108M Sell
800,625
-267,321
-25% -$41.7M 0.03% 272
2019
Q4 		$191M Sell
1,067,946
-199,920
-16% -$35.2M 0.04% 262
2019
Q3 		$206M Sell
1,267,866
-250,169
-16% -$40M 0.05% 241
2019
Q2 		$260M Sell
1,518,035
-8,944
-0.6% -$1.46M 0.06% 228
2019
Q1 		$241M Sell
1,526,979
-1,247
-0.1% -$187K 0.06% 228
2018
Q4 		$204M Sell
1,528,226
-6,463
-0.4% -$913K 0.06% 228
2018
Q3 		$224M Sell
1,534,689
-1,204,352
-44% -$170M 0.05% 233
2018
Q2 		$364M Sell
2,739,041
-654,776
-19% -$98M 0.08% 191
2018
Q1 		$550M Sell
3,393,817
-554,724
-14% -$95.3M 0.12% 162
2017
Q4 		$697M Sell
3,948,541
-496,438
-11% -$84.9M 0.15% 139
2017
Q3 		$747M Buy
4,444,979
+8,116
+0.2% +$1.31M 0.17% 123
2017
Q2 		$720M Sell
4,436,863
-394,818
-8% -$61.3M 0.17% 125
2017
Q1 		$731M Sell
4,831,681
-553,276
-10% -$81.9M 0.17% 123
2016
Q4 		$736M Sell
5,384,957
-2,975,161
-36% -$398M 0.19% 121
2016
Q3 		$1.07B Sell
8,360,118
-1,239,728
-13% -$150M 0.28% 94
2016
Q2 		$1.08B Buy
9,599,846
+1,540,865
+19% +$175M 0.29% 88
2016
Q1 		$886M Sell
8,058,981
-1,272,411
-14% -$123M 0.24% 102
2015
Q4 		$821M Sell
9,331,392
-145,169
-2% -$14.5M 0.23% 108
2015
Q3 		$1.03B Sell
9,476,561
-836,681
-8% -$103M 0.3% 90
2015
Q2 		$1.35B Sell
10,313,242
-1,599,574
-13% -$220M 0.37% 73
2015
Q1 		$1.65B Sell
11,912,816
-105,594
-0.9% -$14.9M 0.45% 56
2014
Q4 		$1.73B Buy
12,018,410
+788,183
+7% +$111M 0.47% 53
2014
Q3 		$1.48B Sell
11,230,227
-750,000
-6% -$108M 0.42% 60
2014
Q2 		$1.85B Sell
11,980,227
-8,562
-0.1% -$1.3M 0.51% 56
2014
Q1 		$1.79B Buy
11,988,789
+1,089,889
+10% +$151M 0.51% 54
2013
Q4 		$1.54B Buy
10,898,900
+785,700
+8% +$104M 0.43% 65
2013
Q3 		$1.34B Sell
10,113,200
-3,400
-0% -$420K 0.41% 70
2013
Q2 		$1.1B Buy
+10,116,600
New +$1.15B 0.36% 77

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors's CMI Position: Q2 2020 in Review

Capital World Investors sold out of Cummins (CMI) in Q2 2020, closing a stake of 800,625 shares — an estimated $108M sold.

Capital World Investors first reported a position in CMI in Q2 2013 and held it in 28 quarters. The position peaked at $1.85B in Q2 2014. 1,010 funds tracked by Wall St. Rank hold CMI as of Q2 2020.

  • Capital World Investors reported no remaining Cummins position as of Q2 2020 after selling out during the quarter.
  • Capital World Investors sold 800,625 Cummins shares in Q2 2020, an estimated $108M.
  • Capital World Investors first reported a position in Cummins in Q2 2013 and held it in 28 quarters.
  • Capital World Investors's Cummins position peaked at $1.85B in Q2 2014.
  • 1,010 funds tracked by Wall St. Rank held Cummins as of Q2 2020.

Based on Capital World Investors's 13F filing for Q2 2020, filed 14 Aug 2020.