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Fulcrum Equity Management’s Cummins CMI Stock Holding History

Fulcrum Equity Management’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
2021
Q4 		– Sell
-940
Closed -$211K – 181
2021
Q3 		$211K Sell
940
-40
-4% -$9.37K 0.08% 170
2021
Q2 		$239K Buy
+980
New +$251K 0.09% 165
2019
Q3 		– Sell
-2,397
Closed -$359K – 234
2019
Q2 		$359K Buy
2,397
+627
+35% +$103K 0.17% 65
2019
Q1 		$279K Buy
1,770
+18
+1% +$2.7K 0.1% 82
2018
Q4 		$234K Buy
+1,752
New +$247K 0.09% 71

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fulcrum Equity Management's CMI Position: Q4 2021 in Review

Fulcrum Equity Management sold out of Cummins (CMI) in Q4 2021, closing a stake of 940 shares — an estimated $211K sold.

Fulcrum Equity Management first reported a position in CMI in Q4 2018 and held it in 5 quarters. The position peaked at $359K in Q2 2019. 1,258 funds tracked by Wall St. Rank hold CMI as of Q4 2021.

  • Fulcrum Equity Management reported no remaining Cummins position as of Q4 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 940 Cummins shares in Q4 2021, an estimated $211K.
  • Fulcrum Equity Management first reported a position in Cummins in Q4 2018 and held it in 5 quarters.
  • Fulcrum Equity Management's Cummins position peaked at $359K in Q2 2019.
  • 1,258 funds tracked by Wall St. Rank held Cummins as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.