Financial Insights’s Cummins CMI Stock Holding History

Financial Insights’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	-1,808	Closed	-$438K	–	161
2022 Q4	$438K	Buy	1,808 +742	+70%	+$176K	0.21%	89
2022 Q3	$217K	Buy	+1,066	New	+$227K	0.15%	115

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

Financial Insights's CMI Position: Q1 2023 in Review

Financial Insights sold out of Cummins (CMI) in Q1 2023, closing a stake of 1,808 shares — an estimated $438K sold.

Financial Insights first reported a position in CMI in Q3 2022 and held it in 2 quarters. The position peaked at $438K in Q4 2022. 1,270 funds tracked by Wall St. Rank hold CMI as of Q1 2023.

Financial Insights reported no remaining Cummins position as of Q1 2023 after selling out during the quarter.
Financial Insights sold 1,808 Cummins shares in Q1 2023, an estimated $438K.
Financial Insights first reported a position in Cummins in Q3 2022 and held it in 2 quarters.
Financial Insights's Cummins position peaked at $438K in Q4 2022.
1,270 funds tracked by Wall St. Rank held Cummins as of Q1 2023.

Based on Financial Insights's 13F filing for Q1 2023, filed 18 Apr 2023.