J. Goldman & Co’s Cummins CMI Stock Holding History

J. Goldman & Co’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	-78,195	Closed	-$18.9M	–	369
2022 Q4	$18.9M	Buy	+78,195	New	+$18.6M	0.93%	25
2020 Q4	–	Sell	-43,965	Closed	-$9.28M	–	391
2020 Q3	$9.28M	Buy	+43,965	New	+$8.76M	0.63%	41
2019 Q2	–	Sell	-74,880	Closed	-$11.8M	–	279
2019 Q1	$11.8M	Buy	+74,880	New	+$11.2M	0.67%	40
2017 Q4	–	Sell	-20,000	Closed	-$3.42M	–	348
2017 Q3	$3.36M	Buy	+20,000	New	+$3.24M	0.17%	152
2017 Q1	–	Sell	-48,750	Closed	-$6.66M	–	337
2016 Q4	$6.66M	Buy	+48,750	New	+$6.53M	0.44%	69
2016 Q2	–	Sell	-35,199	Closed	-$3.87M	–	342
2016 Q1	$3.87M	Buy	+35,199	New	+$3.4M	0.24%	114
2015 Q1	–	Sell	-11,500	Closed	-$1.66M	–	276
2014 Q4	$1.66M	Sell	11,500 -21,500	-65%	-$3.04M	0.2%	127
2014 Q3	$4.36M	Sell	33,000 -13,375	-29%	-$1.93M	0.26%	115
2014 Q2	$7.16M	Sell	46,375 -6,125	-12%	-$927K	0.52%	49
2014 Q1	$7.82M	Buy	+52,500	New	+$7.3M	0.58%	42

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

J. Goldman & Co's CMI Position: Q1 2023 in Review

J. Goldman & Co sold out of Cummins (CMI) in Q1 2023, closing a stake of 78,195 shares — an estimated $18.9M sold.

J. Goldman & Co first reported a position in CMI in Q1 2014 and held it in 10 quarters. The position peaked at $18.9M in Q4 2022. 1,270 funds tracked by Wall St. Rank hold CMI as of Q1 2023.

J. Goldman & Co reported no remaining Cummins position as of Q1 2023 after selling out during the quarter.
J. Goldman & Co sold 78,195 Cummins shares in Q1 2023, an estimated $18.9M.
J. Goldman & Co first reported a position in Cummins in Q1 2014 and held it in 10 quarters.
J. Goldman & Co's Cummins position peaked at $18.9M in Q4 2022.
1,270 funds tracked by Wall St. Rank held Cummins as of Q1 2023.

Based on J. Goldman & Co's 13F filing for Q1 2023, filed 15 May 2023.