Elm Advisors’s Cummins CMI Stock Holding History

Elm 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
2021 Q1	–	Sell	-105	Closed	-$24K	–	119
2020 Q4	$24K	Buy	+105	New	+$23.6K	0.01%	190

Other funds holding CMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Elm Advisors's CMI Position: Q1 2021 in Review

Elm Advisors sold out of Cummins (CMI) in Q1 2021, closing a stake of 105 shares — an estimated $24K sold.

Elm Advisors first reported a position in CMI in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 1,232 funds tracked by Wall St. Rank hold CMI as of Q1 2021.

Elm Advisors reported no remaining Cummins position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 105 Cummins shares in Q1 2021, an estimated $24K.
Elm Advisors first reported a position in Cummins in Q4 2020 and held it in 1 quarter.
Elm Advisors's Cummins position peaked at $24K in Q4 2020.
1,232 funds tracked by Wall St. Rank held Cummins as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.