Friess Associates’s Cummins CMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-88,983	Closed	-$14.4M	–	113
2018 Q1	$14.4M	Sell	88,983 -16,017	-15%	-$2.6M	1.18%	41
2017 Q4	$18.5M	Buy	+105,000	New	+$18.5M	1.54%	22