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Cypress Capital Group’s Cummins CMI Stock Holding History

Cypress Capital Group’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
-2,180
Closed -$706K – 263
2024
Q3 		$706K Buy
+2,180
New +$646K 0.08% 192
2022
Q3 		– Sell
-3,414
Closed -$661K – 277
2022
Q2 		$661K Sell
3,414
-52
-2% -$10.4K 0.1% 172
2022
Q1 		$711K Buy
3,466
+792
+30% +$171K 0.09% 186
2021
Q4 		$583K Sell
2,674
-696
-21% -$159K 0.07% 202
2021
Q3 		$757K Sell
3,370
-382
-10% -$89.5K 0.1% 175
2021
Q2 		$915K Buy
3,752
+1
+0% +$256 0.12% 156
2021
Q1 		$972K Sell
3,751
-2,786
-43% -$696K 0.14% 141
2020
Q4 		$1.49M Sell
6,537
-242
-4% -$54.3K 0.22% 103
2020
Q3 		$1.43M Buy
6,779
+569
+9% +$113K 0.24% 99
2020
Q2 		$1.08M Buy
6,210
+3,936
+173% +$629K 0.2% 111
2020
Q1 		$308K Sell
2,274
-88
-4% -$13.7K 0.07% 162
2019
Q4 		$423K Sell
2,362
-200
-8% -$35.2K 0.08% 165
2019
Q3 		$417K Sell
2,562
-37
-1% -$5.92K 0.08% 169
2019
Q2 		$445K Sell
2,599
-147
-5% -$24.1K 0.09% 157
2019
Q1 		$434K Sell
2,746
-672
-20% -$101K 0.09% 158
2018
Q4 		$457K Buy
3,418
+30
+0.9% +$4.24K 0.1% 146
2018
Q3 		$495K Sell
3,388
-203
-6% -$28.6K 0.09% 168
2018
Q2 		$477K Sell
3,591
-1,740
-33% -$260K 0.1% 164
2018
Q1 		$864K Buy
+5,331
New +$916K 0.18% 111

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

Cypress Capital Group's CMI Position: Q4 2024 in Review

Cypress Capital Group sold out of Cummins (CMI) in Q4 2024, closing a stake of 2,180 shares — an estimated $706K sold.

Cypress Capital Group first reported a position in CMI in Q1 2018 and held it in 19 quarters. The position peaked at $1.49M in Q4 2020. 1,551 funds tracked by Wall St. Rank hold CMI as of Q4 2024.

  • Cypress Capital Group reported no remaining Cummins position as of Q4 2024 after selling out during the quarter.
  • Cypress Capital Group sold 2,180 Cummins shares in Q4 2024, an estimated $706K.
  • Cypress Capital Group first reported a position in Cummins in Q1 2018 and held it in 19 quarters.
  • Cypress Capital Group's Cummins position peaked at $1.49M in Q4 2020.
  • 1,551 funds tracked by Wall St. Rank held Cummins as of Q4 2024.

Based on Cypress Capital Group's 13F filing for Q4 2024, filed 6 Feb 2025.