Kiwi Wealth Investments Limited Partnership’s Cummins CMI Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2022 Q1	–	Sell	-22,383	Closed	-$4.88M	–	218
2021 Q4	$4.88M	Sell	22,383 -18,081	-45%	-$4.12M	0.23%	118
2021 Q3	$9.09M	Buy	40,464 +7,013	+21%	+$1.64M	0.46%	57
2021 Q2	$8.16M	Buy	+33,451	New	+$8.55M	0.42%	63
2020 Q1	–	Sell	-22,426	Closed	-$4.01M	–	175
2019 Q4	$4.01M	Buy	+22,426	New	+$3.95M	0.29%	94
2017 Q4	–	Sell	-24,025	Closed	-$4.04M	–	156
2017 Q3	$4.04M	Buy	24,025 +9,023	+60%	+$1.46M	0.49%	59
2017 Q2	$2.43M	Sell	15,002 -2,861	-16%	-$444K	0.22%	79
2017 Q1	$2.7M	Sell	17,863 -1,779	-9%	-$263K	0.22%	94
2016 Q4	$2.68M	Buy	+19,642	New	+$2.63M	0.23%	75

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Kiwi Wealth Investments Limited Partnership's CMI Position: Q1 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Cummins (CMI) in Q1 2022, closing a stake of 22,383 shares — an estimated $4.88M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in CMI in Q4 2016 and held it in 8 quarters. The position peaked at $9.09M in Q3 2021. 1,227 funds tracked by Wall St. Rank hold CMI as of Q1 2022.

Kiwi Wealth Investments Limited Partnership reported no remaining Cummins position as of Q1 2022 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 22,383 Cummins shares in Q1 2022, an estimated $4.88M.
Kiwi Wealth Investments Limited Partnership first reported a position in Cummins in Q4 2016 and held it in 8 quarters.
Kiwi Wealth Investments Limited Partnership's Cummins position peaked at $9.09M in Q3 2021.
1,227 funds tracked by Wall St. Rank held Cummins as of Q1 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2022, filed 17 May 2022.