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Kapitalo Investimentos’s Cummins CMI Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-391
Closed -$93.7K – 321
2023
Q4 		$93.7K Buy
+391
New +$88.9K 0.02% 397
2023
Q3 		– Sell
-178
Closed -$43.6K – 564
2023
Q2 		$43.6K Buy
+178
New +$40.3K 0.01% 411
2023
Q1 		– Sell
-348
Closed -$84.3K – 431
2022
Q4 		$84.3K Buy
+348
New +$82.8K 0.06% 88

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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

Kapitalo Investimentos's CMI Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Cummins (CMI) in Q1 2024, closing a stake of 391 shares — an estimated $93.7K sold.

Kapitalo Investimentos first reported a position in CMI in Q4 2022 and held it in 3 quarters. The position peaked at $93.7K in Q4 2023. 1,370 funds tracked by Wall St. Rank hold CMI as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Cummins position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 391 Cummins shares in Q1 2024, an estimated $93.7K.
  • Kapitalo Investimentos first reported a position in Cummins in Q4 2022 and held it in 3 quarters.
  • Kapitalo Investimentos's Cummins position peaked at $93.7K in Q4 2023.
  • 1,370 funds tracked by Wall St. Rank held Cummins as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.