Charles D. Hyman’s Cummins CMI Stock Holding History

Charles D. Hyman’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
2024 Q2	$309K	Buy	1,114 +14	+1%	+$4K	0.02%	199
2024 Q1	$324K	Hold	1,100	–	–	0.02%	202
2023 Q4	$264K	Sell	1,100 -47	-4%	-$10.7K	0.02%	216
2023 Q3	$262K	Hold	1,147	–	–	0.02%	204
2023 Q2	$281K	Hold	1,147	–	–	0.02%	206
2023 Q1	$274K	Hold	1,147	–	–	0.02%	209
2022 Q4	$278K	Hold	1,147	–	–	0.02%	199
2022 Q3	$233K	Hold	1,147	–	–	0.02%	208
2022 Q2	$222K	Hold	1,147	–	–	0.02%	220
2022 Q1	$235K	Hold	1,147	–	–	0.01%	226
2021 Q4	$250K	Hold	1,147	–	–	0.02%	222
2021 Q3	$258K	Hold	1,147	–	–	0.02%	214
2021 Q2	$280K	Hold	1,147	–	–	0.02%	211
2021 Q1	$297K	Hold	1,147	–	–	0.02%	196
2020 Q4	$260K	Hold	1,147	–	–	0.02%	206
2020 Q3	$242K	Buy	+1,147	New	+$229K	0.02%	204
2020 Q1	–	Sell	-1,165	Closed	-$208K	–	189
2019 Q4	$208K	Buy	+1,165	New	+$205K	0.02%	196
2018 Q2	–	Sell	-1,400	Closed	-$227K	–	177
2018 Q1	$227K	Hold	1,400	–	–	0.03%	158
2017 Q4	$247K	Hold	1,400	–	–	0.03%	149
2017 Q3	$235K	Hold	1,400	–	–	0.03%	141
2017 Q2	$227K	Hold	1,400	–	–	0.03%	131
2017 Q1	$212K	Buy	+1,400	New	+$207K	0.03%	134

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles D. Hyman's CMI Position: Q2 2024 in Review

Charles D. Hyman increased its Cummins (CMI) stake by 1.3% in Q2 2024, buying an estimated $4K and bringing the position to 1,114 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #199.

Charles D. Hyman first reported a position in CMI in Q1 2017 and has held it in 22 quarters since. The position peaked at $324K in Q1 2024. 1,389 funds tracked by Wall St. Rank hold CMI as of Q2 2024.

Charles D. Hyman held 1,114 shares of Cummins worth $309K as of Q2 2024.
Charles D. Hyman bought 14 Cummins shares in Q2 2024, an estimated $4K.
Cummins made up 0.02% of Charles D. Hyman's portfolio in Q2 2024, its #199 holding.
Charles D. Hyman first reported a position in Cummins in Q1 2017 and has held it in 22 quarters since.
Charles D. Hyman's Cummins position peaked at $324K in Q1 2024.
1,389 funds tracked by Wall St. Rank held Cummins as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.