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Enlightenment Research’s Cummins CMI Stock Holding History

Enlightenment Research’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
Q1 		– Sell
-1,400
Closed -$305K – 150
2021
Q4 		$305K Buy
+1,400
New +$319K 0.43% 75
2019
Q3 		– Sell
-4,100
Closed -$618K – 133
2019
Q2 		$618K Buy
+4,100
New +$671K 0.31% 89

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Enlightenment Research's CMI Position: Q1 2022 in Review

Enlightenment Research sold out of Cummins (CMI) in Q1 2022, closing a stake of 1,400 shares — an estimated $305K sold.

Enlightenment Research first reported a position in CMI in Q2 2019 and held it in 2 quarters. The position peaked at $618K in Q2 2019. 1,226 funds tracked by Wall St. Rank hold CMI as of Q1 2022.

  • Enlightenment Research reported no remaining Cummins position as of Q1 2022 after selling out during the quarter.
  • Enlightenment Research sold 1,400 Cummins shares in Q1 2022, an estimated $305K.
  • Enlightenment Research first reported a position in Cummins in Q2 2019 and held it in 2 quarters.
  • Enlightenment Research's Cummins position peaked at $618K in Q2 2019.
  • 1,226 funds tracked by Wall St. Rank held Cummins as of Q1 2022.

Based on Enlightenment Research's 13F filing for Q1 2022, filed 13 May 2022.