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Cascadia Advisory Services’s Cummins CMI Stock Holding History

Cascadia Advisory Services’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
2019
Q4 		$283K Buy
+1,584
New +$279K 0.08% 185

Other funds holding CMI

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cascadia Advisory Services's CMI Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Cummins (CMI) in Q4 2019: 1,584 shares worth $283K. The stake represents 0.08% of the portfolio and ranks #185 among its holdings.

1,092 funds tracked by Wall St. Rank hold CMI as of Q4 2019.

  • Cascadia Advisory Services held 1,584 shares of Cummins worth $283K as of Q4 2019.
  • Cummins was a new Cascadia Advisory Services position in Q4 2019.
  • Cummins made up 0.08% of Cascadia Advisory Services's portfolio in Q4 2019, its #185 holding.
  • 1,092 funds tracked by Wall St. Rank held Cummins as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.