Lenox Wealth Advisors’s Cummins CMI Stock Holding History

Lenox Wealth Advisors’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	$9K	Hold	44	–	–	﹤0.01%	497
2021 Q4	$10K	Sell	44 -4	-8%	-$911	﹤0.01%	507
2021 Q3	$11K	Buy	48 +4	+9%	+$937	﹤0.01%	453
2021 Q2	$11K	Buy	+44	New	+$11.3K	﹤0.01%	461
2020 Q1	–	Sell	-143	Closed	-$26K	–	790
2019 Q4	$26K	Sell	143 -49	-26%	-$8.62K	﹤0.01%	291
2019 Q3	$31K	Sell	192 -3	-2%	-$480	0.01%	216
2019 Q2	$33K	Buy	+195	New	+$31.9K	0.01%	172
2018 Q3	–	Sell	-61	Closed	-$8K	–	433
2018 Q2	$8K	Sell	61 -20	-25%	-$2.99K	﹤0.01%	399
2018 Q1	$13K	Buy	81 +61	+305%	+$10.5K	﹤0.01%	319
2017 Q4	$4K	Buy	+20	New	+$3.42K	﹤0.01%	237
2015 Q4	–	Sell	-175	Closed	-$19K	–	513
2015 Q3	$19K	Buy	+175	New	+$21.6K	0.01%	135
2014 Q1	–	Sell	-30	Closed	-$4K	–	211
2013 Q4	$4K	Buy	+30	New	+$3.98K	﹤0.01%	246

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Lenox Wealth Advisors's CMI Position: Q1 2022 in Review

Lenox Wealth Advisors held its Cummins (CMI) position steady in Q1 2022 at 44 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Lenox Wealth Advisors first reported a position in CMI in Q4 2013 and has held it in 12 quarters since. The position peaked at $33K in Q2 2019. 1,227 funds tracked by Wall St. Rank hold CMI as of Q1 2022.

Lenox Wealth Advisors held 44 shares of Cummins worth $9K as of Q1 2022.
Lenox Wealth Advisors left its Cummins share count unchanged in Q1 2022.
Cummins made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #497 holding.
Lenox Wealth Advisors first reported a position in Cummins in Q4 2013 and has held it in 12 quarters since.
Lenox Wealth Advisors's Cummins position peaked at $33K in Q2 2019.
1,227 funds tracked by Wall St. Rank held Cummins as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.