FGC
CMI icon

Financial Gravity Companies’s Cummins CMI Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$290K Buy
+1,980
New +$280K 0.26% 69
2018
Q1 		$400K Buy
2,745
+442
+19% +$76K 0.41% 40
2017
Q4 		$433K Buy
+2,303
New +$394K 0.5% 29

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Companies's CMI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Cummins (CMI) in Q4 2018: 1,980 shares worth $290K. The stake represents 0.26% of the portfolio and ranks #69 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CMI as recently as Q1 2018.

Financial Gravity Companies first reported a position in CMI in Q4 2017 and has held it in 3 quarters since. The position peaked at $433K in Q4 2017. 970 funds tracked by Wall St. Rank hold CMI as of Q4 2018.

  • Financial Gravity Companies held 1,980 shares of Cummins worth $290K as of Q4 2018.
  • Cummins was a new Financial Gravity Companies position in Q4 2018.
  • Cummins made up 0.26% of Financial Gravity Companies's portfolio in Q4 2018, its #69 holding.
  • Financial Gravity Companies first reported a position in Cummins in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Cummins position peaked at $433K in Q4 2017.
  • 970 funds tracked by Wall St. Rank held Cummins as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.