Cerity Partners’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$54.4M Buy
2025
Q2
$38.5M Sell
2025
Q1
$39.2M Buy
2024
Q4
$40.3M Buy
2024
Q3
$37.4M Buy
2024
Q2
$28.2M Buy
2024
Q1
$26.9M Buy
2023
Q4
$18.2M Buy
2023
Q3
$16M Buy
2023
Q2
$17.2M Buy
2023
Q1
$17M Buy
2022
Q4
$9.81M Buy
2022
Q3
$5.93M Buy
2022
Q2
$5.63M Buy
2022
Q1
$776K Buy
2021
Q4
$401K Buy
2020
Q1
Sell
2019
Q4
$220K Buy
2018
Q1
Sell
2017
Q4
$206K Buy