Coulter & Justus Financial Services’s Cummins CMI Stock Holding History

Coulter & Justus Financial 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
2024 Q1	$10.7M	Buy	+36,317	New	+$9.36M	2.38%	19

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

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

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

Coulter & Justus Financial Services's CMI Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Cummins (CMI) in Q1 2024: 36,317 shares worth $10.7M. The stake represents 2.38% of the portfolio and ranks #19 among its holdings.

1,370 funds tracked by Wall St. Rank hold CMI as of Q1 2024.

Coulter & Justus Financial Services held 36,317 shares of Cummins worth $10.7M as of Q1 2024.
Cummins was a new Coulter & Justus Financial Services position in Q1 2024.
Cummins made up 2.38% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #19 holding.
1,370 funds tracked by Wall St. Rank held Cummins as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.