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Kades & Cheifetz’s Cummins CMI Stock Holding History

Kades & Cheifetz’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
2024
Q4 		$795K Sell
2,281
-1,723
-43% -$605K 0.41% 56
2024
Q3 		$1.3M Sell
4,004
-9
-0.2% -$2.67K 0.74% 32
2024
Q2 		$1.11M Sell
4,013
-9
-0.2% -$2.57K 0.7% 34
2024
Q1 		$1.18M Buy
4,022
+9
+0.2% +$2.32K 0.76% 32
2023
Q4 		$961K Sell
4,013
-99
-2% -$22.5K 0.68% 35
2023
Q3 		$939K Buy
4,112
+484
+13% +$117K 0.74% 32
2023
Q2 		$889K Buy
3,628
+9
+0.2% +$2.04K 0.68% 34
2023
Q1 		$865K Sell
3,619
-13
-0.4% -$3.17K 0.68% 33
2022
Q4 		$880K Buy
+3,632
New +$864K 0.74% 33

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kades & Cheifetz's CMI Position: Q4 2024 in Review

Kades & Cheifetz reduced its Cummins (CMI) stake by 43% in Q4 2024, selling an estimated $605K and leaving 2,281 shares worth $795K. The position accounts for 0.41% of the portfolio, ranked #56.

Kades & Cheifetz first reported a position in CMI in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.3M in Q3 2024. 1,551 funds tracked by Wall St. Rank hold CMI as of Q4 2024.

  • Kades & Cheifetz held 2,281 shares of Cummins worth $795K as of Q4 2024.
  • Kades & Cheifetz sold 1,723 Cummins shares in Q4 2024, an estimated $605K.
  • Cummins made up 0.41% of Kades & Cheifetz's portfolio in Q4 2024, its #56 holding.
  • Kades & Cheifetz first reported a position in Cummins in Q4 2022 and has held it in 9 quarters since.
  • Kades & Cheifetz's Cummins position peaked at $1.3M in Q3 2024.
  • 1,551 funds tracked by Wall St. Rank held Cummins as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.