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GYL Financial Synergies’s Cummins CMI Stock Holding History

GYL Financial Synergies’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
Q3 		$5.53M Sell
17,087
-430
-2% -$127K 0.42% 58
2024
Q2 		$4.85M Buy
17,517
+429
+3% +$123K 0.37% 68
2024
Q1 		$5.03M Sell
17,088
-496
-3% -$128K 0.39% 63
2023
Q4 		$4.21M Buy
17,584
+343
+2% +$78K 0.35% 72
2023
Q3 		$3.94M Buy
17,241
+257
+2% +$62.1K 0.38% 63
2023
Q2 		$4.16M Buy
+16,984
New +$3.85M 0.38% 62

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

GYL Financial Synergies's CMI Position: Q3 2024 in Review

GYL Financial Synergies reduced its Cummins (CMI) stake by 2.5% in Q3 2024, selling an estimated $127K and leaving 17,087 shares worth $5.53M. The position accounts for 0.42% of the portfolio, ranked #58.

GYL Financial Synergies first reported a position in CMI in Q2 2023 and has held it in 6 quarters since. 1,427 funds tracked by Wall St. Rank hold CMI as of Q3 2024.

  • GYL Financial Synergies held 17,087 shares of Cummins worth $5.53M as of Q3 2024.
  • GYL Financial Synergies sold 430 Cummins shares in Q3 2024, an estimated $127K.
  • Cummins made up 0.42% of GYL Financial Synergies's portfolio in Q3 2024, its #58 holding.
  • GYL Financial Synergies first reported a position in Cummins in Q2 2023 and has held it in 6 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Cummins as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.