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Lugano Financial Advisors SA (LFA)’s Cummins CMI Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2021
Q1 		– Sell
-910
Closed -$207K – 101
2020
Q4 		$207K Hold
910
– – 0.16% 61
2020
Q3 		$189K Hold
910
– – 0.18% 64
2020
Q2 		$157K Hold
910
– – 0.17% 66
2020
Q1 		$146K Hold
910
– – 0.13% 79
2019
Q4 		$163K Buy
+910
New +$160K 0.12% 81

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s CMI Position: Q1 2021 in Review

Lugano Financial Advisors SA (LFA) sold out of Cummins (CMI) in Q1 2021, closing a stake of 910 shares — an estimated $207K sold.

Lugano Financial Advisors SA (LFA) first reported a position in CMI in Q4 2019 and held it in 5 quarters. The position peaked at $207K in Q4 2020. 1,232 funds tracked by Wall St. Rank hold CMI as of Q1 2021.

  • Lugano Financial Advisors SA (LFA) reported no remaining Cummins position as of Q1 2021 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 910 Cummins shares in Q1 2021, an estimated $207K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Cummins in Q4 2019 and held it in 5 quarters.
  • Lugano Financial Advisors SA (LFA)'s Cummins position peaked at $207K in Q4 2020.
  • 1,232 funds tracked by Wall St. Rank held Cummins as of Q1 2021.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2021, filed 27 Apr 2021.