Doyle Wealth Management’s Cummins CMI Stock Holding History

Doyle Wealth Management’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
2022 Q3	$350K	Buy	1,722 +52	+3%	+$11.1K	0.03%	151
2022 Q2	$323K	Buy	1,670 +3	+0.2%	+$600	0.03%	164
2022 Q1	$342K	Hold	1,667	–	–	0.02%	186
2021 Q4	$364K	Hold	1,667	–	–	0.03%	169
2021 Q3	$374K	Hold	1,667	–	–	0.03%	164
2021 Q2	$406K	Hold	1,667	–	–	0.03%	157
2021 Q1	$432K	Hold	1,667	–	–	0.04%	149
2020 Q4	$379K	Hold	1,667	–	–	0.04%	153
2020 Q3	$352K	Hold	1,667	–	–	0.04%	140
2020 Q2	$289K	Sell	1,667 -50	-3%	-$7.99K	0.04%	147
2020 Q1	$232K	Sell	1,717 -5	-0.3%	-$780	0.04%	160
2019 Q4	$308K	Hold	1,722	–	–	0.04%	160
2019 Q3	$280K	Hold	1,722	–	–	0.04%	163
2019 Q2	$295K	Hold	1,722	–	–	0.04%	155
2019 Q1	$285K	Buy	1,722 +34	+2%	+$5.1K	0.04%	153
2018 Q4	$226K	Buy	+1,688	New	+$238K	0.04%	166

Other funds holding CMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Doyle Wealth Management's CMI Position: Q3 2022 in Review

Doyle Wealth Management increased its Cummins (CMI) stake by 3.1% in Q3 2022, buying an estimated $11.1K and bringing the position to 1,722 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #151.

Doyle Wealth Management first reported a position in CMI in Q4 2018 and has held it in 16 quarters since. The position peaked at $432K in Q1 2021. 1,207 funds tracked by Wall St. Rank hold CMI as of Q3 2022.

Doyle Wealth Management held 1,722 shares of Cummins worth $350K as of Q3 2022.
Doyle Wealth Management bought 52 Cummins shares in Q3 2022, an estimated $11.1K.
Cummins made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #151 holding.
Doyle Wealth Management first reported a position in Cummins in Q4 2018 and has held it in 16 quarters since.
Doyle Wealth Management's Cummins position peaked at $432K in Q1 2021.
1,207 funds tracked by Wall St. Rank held Cummins as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.