Knowledge Leaders Capital’s Cummins CMI Stock Holding History

Knowledge Leaders Capital’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	-1,934	Closed	-$469K	–	70
2022 Q4	$469K	Sell	1,934 -1	-0.1%	-$238	0.62%	76
2022 Q3	$394K	Buy	+1,935	New	+$412K	0.5%	81
2021 Q3	–	Sell	-4,414	Closed	-$1.08M	–	111
2021 Q2	$1.08M	Hold	4,414	–	–	0.72%	50
2021 Q1	$1.14M	Buy	4,414 +25	+0.6%	+$6.25K	0.91%	27
2020 Q4	$997K	Buy	4,389 +57	+1%	+$12.8K	0.87%	41
2020 Q3	$915K	Buy	+4,332	New	+$863K	0.87%	31

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

Knowledge Leaders Capital's CMI Position: Q1 2023 in Review

Knowledge Leaders Capital sold out of Cummins (CMI) in Q1 2023, closing a stake of 1,934 shares — an estimated $469K sold.

Knowledge Leaders Capital first reported a position in CMI in Q3 2020 and held it in 6 quarters. The position peaked at $1.14M in Q1 2021. 1,270 funds tracked by Wall St. Rank hold CMI as of Q1 2023.

Knowledge Leaders Capital reported no remaining Cummins position as of Q1 2023 after selling out during the quarter.
Knowledge Leaders Capital sold 1,934 Cummins shares in Q1 2023, an estimated $469K.
Knowledge Leaders Capital first reported a position in Cummins in Q3 2020 and held it in 6 quarters.
Knowledge Leaders Capital's Cummins position peaked at $1.14M in Q1 2021.
1,270 funds tracked by Wall St. Rank held Cummins as of Q1 2023.

Based on Knowledge Leaders Capital's 13F filing for Q1 2023, filed 4 May 2023.