HIM
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Hillsdale Investment Management’s Cummins CMI Stock Holding History

Hillsdale 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
2019
Q4 		– Sell
-50
Closed -$8K – 593
2019
Q3 		$8K Sell
50
-3,200
-98% -$512K ﹤0.01% 508
2019
Q2 		$558K Hold
3,250
– – 0.06% 305
2019
Q1 		$513K Buy
3,250
+2,900
+829% +$435K 0.05% 304
2018
Q4 		$47K Buy
+350
New +$49.4K 0.01% 418

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State Street
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LSV Asset Management
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Hillsdale Investment Management's CMI Position: Q4 2019 in Review

Hillsdale Investment Management sold out of Cummins (CMI) in Q4 2019, closing a stake of 50 shares — an estimated $8K sold.

Hillsdale Investment Management first reported a position in CMI in Q4 2018 and held it in 4 quarters. The position peaked at $558K in Q2 2019. 1,093 funds tracked by Wall St. Rank hold CMI as of Q4 2019.

  • Hillsdale Investment Management reported no remaining Cummins position as of Q4 2019 after selling out during the quarter.
  • Hillsdale Investment Management sold 50 Cummins shares in Q4 2019, an estimated $8K.
  • Hillsdale Investment Management first reported a position in Cummins in Q4 2018 and held it in 4 quarters.
  • Hillsdale Investment Management's Cummins position peaked at $558K in Q2 2019.
  • 1,093 funds tracked by Wall St. Rank held Cummins as of Q4 2019.

Based on Hillsdale Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.