Lake Point Wealth Management’s Cummins CMI Stock Holding History

Lake Point Wealth 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
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	366
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	377
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	379
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	355
2021 Q2	$1K	Buy	+3	New	+$767	﹤0.01%	367
2020 Q1	$0	Hold	3	–	–	﹤0.01%	404
2019 Q4	$1K	Buy	+3	New	+$528	﹤0.01%	549
2019 Q2	$1K	Hold	3	–	–	﹤0.01%	598
2019 Q1	$1K	Hold	3	–	–	﹤0.01%	598
2018 Q4	$0	Buy	+3	New	+$424	﹤0.01%	838

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Lake Point Wealth Management's CMI Position: Q2 2022 in Review

Lake Point Wealth Management held its Cummins (CMI) position steady in Q2 2022 at 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Lake Point Wealth Management first reported a position in CMI in Q4 2018 and has held it in 10 quarters since. 1,196 funds tracked by Wall St. Rank hold CMI as of Q2 2022.

Lake Point Wealth Management held 3 shares of Cummins worth $1K as of Q2 2022.
Lake Point Wealth Management left its Cummins share count unchanged in Q2 2022.
Cummins made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #366 holding.
Lake Point Wealth Management first reported a position in Cummins in Q4 2018 and has held it in 10 quarters since.
1,196 funds tracked by Wall St. Rank held Cummins as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.