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Long Island Wealth Management’s Cummins CMI Stock Holding History

Long Island 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
2024
Q1 		– Sell
-21
Closed -$5K – 136
2023
Q4 		$5K Buy
+21
New +$4.77K ﹤0.01% 262

Other funds holding CMI

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Long Island Wealth Management's CMI Position: Q1 2024 in Review

Long Island Wealth Management sold out of Cummins (CMI) in Q1 2024, closing a stake of 21 shares — an estimated $5K sold.

Long Island Wealth Management first reported a position in CMI in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 1,371 funds tracked by Wall St. Rank hold CMI as of Q1 2024.

  • Long Island Wealth Management reported no remaining Cummins position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 21 Cummins shares in Q1 2024, an estimated $5K.
  • Long Island Wealth Management first reported a position in Cummins in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Cummins position peaked at $5K in Q4 2023.
  • 1,371 funds tracked by Wall St. Rank held Cummins as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.