JSF Financial’s Cummins CMI Stock Holding History

JSF Financial’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	-1,995	Closed	-$483K	–	117
2022 Q4	$483K	Buy	+1,995	New	+$475K	0.18%	79

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

JSF Financial's CMI Position: Q1 2023 in Review

JSF Financial sold out of Cummins (CMI) in Q1 2023, closing a stake of 1,995 shares — an estimated $483K sold.

JSF Financial first reported a position in CMI in Q4 2022 and held it in 1 quarter. The position peaked at $483K in Q4 2022. 1,270 funds tracked by Wall St. Rank hold CMI as of Q1 2023.

JSF Financial reported no remaining Cummins position as of Q1 2023 after selling out during the quarter.
JSF Financial sold 1,995 Cummins shares in Q1 2023, an estimated $483K.
JSF Financial first reported a position in Cummins in Q4 2022 and held it in 1 quarter.
JSF Financial's Cummins position peaked at $483K in Q4 2022.
1,270 funds tracked by Wall St. Rank held Cummins as of Q1 2023.

Based on JSF Financial's 13F filing for Q1 2023, filed 12 May 2023.