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Goldstein Advisors’s Cummins CMI Stock Holding History

Goldstein Advisors’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
Q3 		– Sell
-834
Closed -$204K – 170
2023
Q2 		$204K Sell
834
-152
-15% -$34.4K 0.04% 144
2023
Q1 		$236K Sell
986
-12
-1% -$2.93K 0.05% 120
2022
Q4 		$242K Buy
+998
New +$237K 0.06% 112

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldstein Advisors's CMI Position: Q3 2023 in Review

Goldstein Advisors sold out of Cummins (CMI) in Q3 2023, closing a stake of 834 shares — an estimated $204K sold.

Goldstein Advisors first reported a position in CMI in Q4 2022 and held it in 3 quarters. The position peaked at $242K in Q4 2022. 1,231 funds tracked by Wall St. Rank hold CMI as of Q3 2023.

  • Goldstein Advisors reported no remaining Cummins position as of Q3 2023 after selling out during the quarter.
  • Goldstein Advisors sold 834 Cummins shares in Q3 2023, an estimated $204K.
  • Goldstein Advisors first reported a position in Cummins in Q4 2022 and held it in 3 quarters.
  • Goldstein Advisors's Cummins position peaked at $242K in Q4 2022.
  • 1,231 funds tracked by Wall St. Rank held Cummins as of Q3 2023.

Based on Goldstein Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.