Jupiter Asset Management’s Cummins CMI Stock Holding History

Jupiter Asset Management’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
2025 Q1	–	Sell	-9,473	Closed	-$3.3M	–	445
2024 Q4	$3.3M	Sell	9,473 -123,531	-93%	-$43.4M	0.03%	299
2024 Q3	$43.1M	Sell	133,004 -112,612	-46%	-$33.4M	0.38%	92
2024 Q2	$68M	Buy	+245,616	New	+$70.2M	0.64%	35
2020 Q4	–	Sell	-64,657	Closed	-$13.7M	–	597
2020 Q3	$13.7M	Buy	+64,657	New	+$12.9M	0.14%	168
2016 Q4	–	Sell	-10,260	Closed	-$1.31M	–	210
2016 Q3	$1.31M	Buy	+10,260	New	+$1.25M	0.05%	198

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Jupiter Asset Management's CMI Position: Q1 2025 in Review

Jupiter Asset Management sold out of Cummins (CMI) in Q1 2025, closing a stake of 9,473 shares — an estimated $3.3M sold.

Jupiter Asset Management first reported a position in CMI in Q3 2016 and held it in 5 quarters. The position peaked at $68M in Q2 2024. 1,567 funds tracked by Wall St. Rank hold CMI as of Q1 2025.

Jupiter Asset Management reported no remaining Cummins position as of Q1 2025 after selling out during the quarter.
Jupiter Asset Management sold 9,473 Cummins shares in Q1 2025, an estimated $3.3M.
Jupiter Asset Management first reported a position in Cummins in Q3 2016 and held it in 5 quarters.
Jupiter Asset Management's Cummins position peaked at $68M in Q2 2024.
1,567 funds tracked by Wall St. Rank held Cummins as of Q1 2025.

Based on Jupiter Asset Management's 13F filing for Q1 2025, filed 9 May 2025.