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Hanson & Doremus Investment Management’s Cummins CMI Stock Holding History

Hanson & Doremus Investment 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
2023
Q2 		– Sell
-103
Closed -$25K – 448
2023
Q1 		$25K Sell
103
-100
-49% -$24.4K 0.01% 350
2022
Q4 		$49K Sell
203
-61
-23% -$14.5K 0.01% 303
2022
Q3 		$54K Hold
264
– – 0.01% 286
2022
Q2 		$51K Buy
264
+50
+23% +$10K 0.01% 293
2022
Q1 		$44K Buy
214
+145
+210% +$31.4K 0.01% 321
2021
Q4 		$15K Hold
69
– – ﹤0.01% 398
2021
Q3 		$15K Buy
+69
New +$16.2K ﹤0.01% 383
2021
Q2 		– Sell
-69
Closed -$18K – 437
2021
Q1 		$18K Buy
69
+8
+13% +$2K ﹤0.01% 375
2020
Q4 		$14K Buy
+61
New +$13.7K ﹤0.01% 373
2019
Q2 		– Sell
-34
Closed -$5K – 472
2019
Q1 		$5K Buy
+34
New +$5.1K ﹤0.01% 425

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hanson & Doremus Investment Management's CMI Position: Q2 2023 in Review

Hanson & Doremus Investment Management sold out of Cummins (CMI) in Q2 2023, closing a stake of 103 shares — an estimated $25K sold.

Hanson & Doremus Investment Management first reported a position in CMI in Q1 2019 and held it in 10 quarters. The position peaked at $54K in Q3 2022. 1,268 funds tracked by Wall St. Rank hold CMI as of Q2 2023.

  • Hanson & Doremus Investment Management reported no remaining Cummins position as of Q2 2023 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 103 Cummins shares in Q2 2023, an estimated $25K.
  • Hanson & Doremus Investment Management first reported a position in Cummins in Q1 2019 and held it in 10 quarters.
  • Hanson & Doremus Investment Management's Cummins position peaked at $54K in Q3 2022.
  • 1,268 funds tracked by Wall St. Rank held Cummins as of Q2 2023.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2023, filed 18 Jul 2023.