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Ground Swell Capital’s Cummins CMI Stock Holding History

Ground Swell Capital’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
2024
Q4 		– Sell
-635
Closed -$206K – 172
2024
Q3 		$206K Buy
+635
New +$188K 0.18% 95
2014
Q3 		$43K Buy
329
+135
+70% +$19.5K 0.08% 254
2014
Q2 		$30K Buy
+194
New +$29.4K 0.06% 276

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ground Swell Capital's CMI Position: Q4 2024 in Review

Ground Swell Capital sold out of Cummins (CMI) in Q4 2024, closing a stake of 635 shares — an estimated $206K sold.

Ground Swell Capital first reported a position in CMI in Q2 2014 and held it in 3 quarters. The position peaked at $206K in Q3 2024. 1,552 funds tracked by Wall St. Rank hold CMI as of Q4 2024.

  • Ground Swell Capital reported no remaining Cummins position as of Q4 2024 after selling out during the quarter.
  • Ground Swell Capital sold 635 Cummins shares in Q4 2024, an estimated $206K.
  • Ground Swell Capital first reported a position in Cummins in Q2 2014 and held it in 3 quarters.
  • Ground Swell Capital's Cummins position peaked at $206K in Q3 2024.
  • 1,552 funds tracked by Wall St. Rank held Cummins as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.