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CFM Wealth Partners’s Cummins CMI Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-300
Closed -$51K – 218
2020
Q2 		$51K Hold
300
– – 0.02% 282
2020
Q1 		$41K Hold
300
– – 0.02% 290
2019
Q4 		$53K Buy
+300
New +$52.8K 0.02% 276

Other funds holding CMI

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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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

CFM Wealth Partners's CMI Position: Q3 2020 in Review

CFM Wealth Partners sold out of Cummins (CMI) in Q3 2020, closing a stake of 300 shares — an estimated $51K sold.

CFM Wealth Partners first reported a position in CMI in Q4 2019 and held it in 3 quarters. The position peaked at $53K in Q4 2019. 1,076 funds tracked by Wall St. Rank hold CMI as of Q3 2020.

  • CFM Wealth Partners reported no remaining Cummins position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 300 Cummins shares in Q3 2020, an estimated $51K.
  • CFM Wealth Partners first reported a position in Cummins in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Cummins position peaked at $53K in Q4 2019.
  • 1,076 funds tracked by Wall St. Rank held Cummins as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.