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Estate Counselors’s Cummins CMI Stock Holding History

Estate Counselors’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
Q2 		– Sell
-4,785
Closed -$981K – 174
2022
Q1 		$981K Hold
4,785
– – 0.13% 93
2021
Q4 		$1.04M Buy
4,785
+110
+2% +$25.1K 0.13% 96
2021
Q3 		$1.05M Buy
4,675
+70
+2% +$16.4K 0.13% 100
2021
Q2 		$1.12M Buy
4,605
+55
+1% +$14.1K 0.15% 82
2021
Q1 		$1.17M Hold
4,550
– – 0.17% 68
2020
Q4 		$1.03M Buy
4,550
+1,730
+61% +$388K 0.16% 70
2020
Q3 		$595K Sell
2,820
-360
-11% -$71.7K 0.09% 72
2020
Q2 		$550K Buy
3,180
+100
+3% +$16K 0.09% 79
2020
Q1 		$417K Buy
+3,080
New +$480K 0.07% 92

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

Estate Counselors's CMI Position: Q2 2022 in Review

Estate Counselors sold out of Cummins (CMI) in Q2 2022, closing a stake of 4,785 shares — an estimated $981K sold.

Estate Counselors first reported a position in CMI in Q1 2020 and held it in 9 quarters. The position peaked at $1.17M in Q1 2021. 1,196 funds tracked by Wall St. Rank hold CMI as of Q2 2022.

  • Estate Counselors reported no remaining Cummins position as of Q2 2022 after selling out during the quarter.
  • Estate Counselors sold 4,785 Cummins shares in Q2 2022, an estimated $981K.
  • Estate Counselors first reported a position in Cummins in Q1 2020 and held it in 9 quarters.
  • Estate Counselors's Cummins position peaked at $1.17M in Q1 2021.
  • 1,196 funds tracked by Wall St. Rank held Cummins as of Q2 2022.

Based on Estate Counselors's 13F filing for Q2 2022, filed 3 Aug 2022.