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
2018 Q1	–	Sell	-187,500	Closed	-$33.1M	–	355
2017 Q4	$33.1M	Buy	+187,500	New	+$32.1M	1.74%	9

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.