LifePlan Financial Group’s Cummins CMI Stock Holding History

LifePlan Financial Group’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
2020 Q3	$5K	Hold	25	–	–	﹤0.01%	475
2020 Q2	$4K	Hold	25	–	–	﹤0.01%	492
2020 Q1	$3K	Hold	25	–	–	﹤0.01%	488
2019 Q4	$4K	Hold	25	–	–	﹤0.01%	478
2019 Q3	$4K	Hold	25	–	–	﹤0.01%	474
2019 Q2	$4K	Hold	25	–	–	﹤0.01%	469
2019 Q1	$4K	Hold	25	–	–	﹤0.01%	469
2018 Q4	$3K	Hold	25	–	–	﹤0.01%	472
2018 Q3	$4K	Hold	25	–	–	﹤0.01%	453
2018 Q2	$3K	Buy	+25	New	+$3.74K	﹤0.01%	459
2013 Q3	–	Sell	-37	Closed	-$4K	–	222
2013 Q2	$4K	Buy	+37	New	+$4.2K	﹤0.01%	151

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

LifePlan Financial Group's CMI Position: Q3 2020 in Review

LifePlan Financial Group held its Cummins (CMI) position steady in Q3 2020 at 25 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

LifePlan Financial Group first reported a position in CMI in Q2 2013 and has held it in 11 quarters since. 1,076 funds tracked by Wall St. Rank hold CMI as of Q3 2020.

LifePlan Financial Group held 25 shares of Cummins worth $5K as of Q3 2020.
LifePlan Financial Group left its Cummins share count unchanged in Q3 2020.
Cummins made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #475 holding.
LifePlan Financial Group first reported a position in Cummins in Q2 2013 and has held it in 11 quarters since.
1,076 funds tracked by Wall St. Rank held Cummins as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.