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Insight Advisors’s Cummins CMI Stock Holding History

Insight Advisors’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
Q1 		– Sell
-982
Closed -$237K – 308
2022
Q4 		$237K Buy
+982
New +$234K 0.08% 277
2022
Q3 		– Sell
-981
Closed -$211K – 288
2022
Q2 		$211K Sell
981
-50
-5% -$10K 0.07% 280
2022
Q1 		$211K Buy
+1,031
New +$223K 0.06% 294
2021
Q4 		– Sell
-931
Closed -$219K – 316
2021
Q3 		$219K Buy
+931
New +$218K 0.07% 282
2021
Q2 		– Sell
-905
Closed -$228K – 312
2021
Q1 		$228K Buy
+905
New +$226K 0.07% 298

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Advisors's CMI Position: Q1 2023 in Review

Insight Advisors sold out of Cummins (CMI) in Q1 2023, closing a stake of 982 shares — an estimated $237K sold.

Insight Advisors first reported a position in CMI in Q1 2021 and held it in 5 quarters. The position peaked at $237K in Q4 2022. 1,270 funds tracked by Wall St. Rank hold CMI as of Q1 2023.

  • Insight Advisors reported no remaining Cummins position as of Q1 2023 after selling out during the quarter.
  • Insight Advisors sold 982 Cummins shares in Q1 2023, an estimated $237K.
  • Insight Advisors first reported a position in Cummins in Q1 2021 and held it in 5 quarters.
  • Insight Advisors's Cummins position peaked at $237K in Q4 2022.
  • 1,270 funds tracked by Wall St. Rank held Cummins as of Q1 2023.

Based on Insight Advisors's 13F filing for Q1 2023, filed 3 May 2023.