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Claris Advisors’s Cummins CMI Stock Holding History

Claris Advisors’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
Q4 		– Sell
-4
Closed -$1.29K – 284
2024
Q3 		$1.29K Buy
+4
New +$1.19K ﹤0.01% 377

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Claris Advisors's CMI Position: Q4 2024 in Review

Claris Advisors sold out of Cummins (CMI) in Q4 2024, closing a stake of 4 shares — an estimated $1.29K sold.

Claris Advisors first reported a position in CMI in Q3 2024 and held it in 1 quarter. The position peaked at $1.29K in Q3 2024. 1,551 funds tracked by Wall St. Rank hold CMI as of Q4 2024.

  • Claris Advisors reported no remaining Cummins position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 4 Cummins shares in Q4 2024, an estimated $1.29K.
  • Claris Advisors first reported a position in Cummins in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Cummins position peaked at $1.29K in Q3 2024.
  • 1,551 funds tracked by Wall St. Rank held Cummins as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.