Cypress Wealth Services’s Cummins CMI Stock Holding History

Cypress Wealth 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
2020 Q4	–	Sell	-1,082	Closed	-$228K	–	322
2020 Q3	$228K	Buy	+1,082	New	+$216K	0.06%	228

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Cypress Wealth Services's CMI Position: Q3 2021 in Review

Cypress Wealth Services sold out of Cummins (CMI) in Q3 2021, closing a stake of 1,099 shares — an estimated $268K sold.

Cypress Wealth Services first reported a position in CMI in Q2 2018 and held it in 6 quarters. The position peaked at $288K in Q3 2018. 1,176 funds tracked by Wall St. Rank hold CMI as of Q3 2021.

Cypress Wealth Services reported no remaining Cummins position as of Q3 2021 after selling out during the quarter.
Cypress Wealth Services sold 1,099 Cummins shares in Q3 2021, an estimated $268K.
Cypress Wealth Services first reported a position in Cummins in Q2 2018 and held it in 6 quarters.
Cypress Wealth Services's Cummins position peaked at $288K in Q3 2018.
1,176 funds tracked by Wall St. Rank held Cummins as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.