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Freedman Financial Associates’s Cummins CMI Stock Holding History

Freedman Financial Associates’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
-176
Closed -$36K – 71
2022
Q1 		$36K Hold
176
– – 0.02% 239
2021
Q4 		$38K Hold
176
– – 0.03% 233
2021
Q3 		$40K Hold
176
– – 0.03% 223
2021
Q2 		$43K Hold
176
– – 0.03% 210
2021
Q1 		$46K Hold
176
– – 0.04% 198
2020
Q4 		$40K Buy
+176
New +$39.5K 0.04% 207

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State Street
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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

Freedman Financial Associates's CMI Position: Q2 2022 in Review

Freedman Financial Associates sold out of Cummins (CMI) in Q2 2022, closing a stake of 176 shares — an estimated $36K sold.

Freedman Financial Associates first reported a position in CMI in Q4 2020 and held it in 6 quarters. The position peaked at $46K in Q1 2021. 1,196 funds tracked by Wall St. Rank hold CMI as of Q2 2022.

  • Freedman Financial Associates reported no remaining Cummins position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 176 Cummins shares in Q2 2022, an estimated $36K.
  • Freedman Financial Associates first reported a position in Cummins in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Cummins position peaked at $46K in Q1 2021.
  • 1,196 funds tracked by Wall St. Rank held Cummins as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.