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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
Q2 		– Sell
-7,500
Closed -$1.22M – 363
2018
Q1 		$1.22M Buy
+7,500
New +$1.29M 0.05% 255
2017
Q4 		– Sell
-153,700
Closed -$25.8M – 349
2017
Q3 		$25.8M Buy
+153,700
New +$24.9M 1.3% 12
2016
Q2 		– Sell
-26,000
Closed -$2.86M – 343
2016
Q1 		$2.86M Buy
+26,000
New +$2.51M 0.18% 148
2013
Q4 		– Sell
-4,000
Closed -$531K – 232
2013
Q3 		$531K Buy
+4,000
New +$494K 0.05% 228

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

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.