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Hudson Edge Investment Partners’s Cummins CMI Stock Holding History

Hudson Edge Investment Partners’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
Q3 		– Sell
-1,475
Closed -$253K – 145
2019
Q2 		$253K Hold
1,475
– – 0.07% 131
2019
Q1 		$233K Sell
1,475
-101
-6% -$15.2K 0.07% 132
2018
Q4 		$211K Sell
1,576
-294
-16% -$41.5K 0.07% 136
2018
Q3 		$273K Hold
1,870
– – 0.05% 145
2018
Q2 		$249K Buy
1,870
+36
+2% +$5.39K 0.05% 148
2018
Q1 		$297K Sell
1,834
-14
-0.8% -$2.41K 0.05% 133
2017
Q4 		$326K Sell
1,848
-42
-2% -$7.18K 0.05% 138
2017
Q3 		$318K Buy
1,890
+65
+4% +$10.5K 0.05% 135
2017
Q2 		$296K Hold
1,825
– – 0.04% 143
2017
Q1 		$276K Sell
1,825
-52,992
-97% -$7.84M 0.04% 148
2016
Q4 		$7.49M Sell
54,817
-38,228
-41% -$5.12M 1.02% 44
2016
Q3 		$11.9M Buy
93,045
+13,020
+16% +$1.58M 1.78% 31
2016
Q2 		$9M Sell
80,025
-35,955
-31% -$4.07M 1.34% 46
2016
Q1 		$12.8M Sell
115,980
-11,995
-9% -$1.16M 1.26% 37
2015
Q4 		$11.3M Sell
127,975
-25,250
-16% -$2.52M 1.09% 43
2015
Q3 		$16.6M Buy
153,225
+148,575
+3,195% +$18.3M 0.9% 46
2015
Q2 		$610K Sell
4,650
-360
-7% -$49.5K 0.03% 111
2015
Q1 		$695K Sell
5,010
-125
-2% -$17.6K 0.03% 109
2014
Q4 		$740K Buy
+5,135
New +$726K 0.03% 107

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Hudson Edge Investment Partners's CMI Position: Q3 2019 in Review

Hudson Edge Investment Partners sold out of Cummins (CMI) in Q3 2019, closing a stake of 1,475 shares — an estimated $253K sold.

Hudson Edge Investment Partners first reported a position in CMI in Q4 2014 and held it in 19 quarters. The position peaked at $16.6M in Q3 2015. 1,008 funds tracked by Wall St. Rank hold CMI as of Q3 2019.

  • Hudson Edge Investment Partners reported no remaining Cummins position as of Q3 2019 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 1,475 Cummins shares in Q3 2019, an estimated $253K.
  • Hudson Edge Investment Partners first reported a position in Cummins in Q4 2014 and held it in 19 quarters.
  • Hudson Edge Investment Partners's Cummins position peaked at $16.6M in Q3 2015.
  • 1,008 funds tracked by Wall St. Rank held Cummins as of Q3 2019.

Based on Hudson Edge Investment Partners's 13F filing for Q3 2019, filed 24 Oct 2019.