Evelyn V. Moreno’s Cummins CMI Stock Holding History

Evelyn V. Moreno’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
2023 Q1	–	Sell	-2,000	Closed	-$485K	–	136
2022 Q4	$485K	Hold	2,000	–	–	0.11%	93
2022 Q3	$407K	Hold	2,000	–	–	0.18%	91
2022 Q2	$387K	Buy	+2,000	New	+$400K	0.09%	107

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evelyn V. Moreno's CMI Position: Q1 2023 in Review

Evelyn V. Moreno sold out of Cummins (CMI) in Q1 2023, closing a stake of 2,000 shares — an estimated $485K sold.

Evelyn V. Moreno first reported a position in CMI in Q2 2022 and held it in 3 quarters. The position peaked at $485K in Q4 2022. 1,270 funds tracked by Wall St. Rank hold CMI as of Q1 2023.

Evelyn V. Moreno reported no remaining Cummins position as of Q1 2023 after selling out during the quarter.
Evelyn V. Moreno sold 2,000 Cummins shares in Q1 2023, an estimated $485K.
Evelyn V. Moreno first reported a position in Cummins in Q2 2022 and held it in 3 quarters.
Evelyn V. Moreno's Cummins position peaked at $485K in Q4 2022.
1,270 funds tracked by Wall St. Rank held Cummins as of Q1 2023.

Based on Evelyn V. Moreno's 13F filing for Q1 2023, filed 12 May 2023.