Legacy Wealth Planning’s Cummins CMI Stock Holding History

Legacy Wealth Planning’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 Q3	$346K	Hold	1,700	–	–	0.57%	43
2022 Q2	$329K	Sell	1,700 -13	-0.8%	-$2.6K	0.47%	47
2022 Q1	$351K	Hold	1,713	–	–	0.41%	50
2021 Q4	$374K	Sell	1,713 -13	-0.8%	-$2.96K	0.43%	49
2021 Q3	$388K	Hold	1,726	–	–	0.43%	50
2021 Q2	$421K	Hold	1,726	–	–	0.48%	48
2021 Q1	$447K	Hold	1,726	–	–	0.57%	44
2020 Q4	$392K	Hold	1,726	–	–	0.5%	43
2020 Q3	$364K	Hold	1,726	–	–	0.42%	44
2020 Q2	$299K	Sell	1,726 -54	-3%	-$8.63K	0.36%	46
2020 Q1	$241K	Sell	1,780 -5	-0.3%	-$780	0.39%	56
2019 Q4	$319K	Buy	+1,785	New	+$314K	0.36%	48

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Legacy Wealth Planning's CMI Position: Q3 2022 in Review

Legacy Wealth Planning held its Cummins (CMI) position steady in Q3 2022 at 1,700 shares worth $346K. The position accounts for 0.57% of the portfolio, ranked #43.

Legacy Wealth Planning first reported a position in CMI in Q4 2019 and has held it in 12 quarters since. The position peaked at $447K in Q1 2021. 1,207 funds tracked by Wall St. Rank hold CMI as of Q3 2022.

Legacy Wealth Planning held 1,700 shares of Cummins worth $346K as of Q3 2022.
Legacy Wealth Planning left its Cummins share count unchanged in Q3 2022.
Cummins made up 0.57% of Legacy Wealth Planning's portfolio in Q3 2022, its #43 holding.
Legacy Wealth Planning first reported a position in Cummins in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Cummins position peaked at $447K in Q1 2021.
1,207 funds tracked by Wall St. Rank held Cummins as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.