MFM
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MD Financial Management’s Cummins CMI Stock Holding History

MD Financial 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
2021
Q4 		$1.58M Buy
7,224
+44
+0.6% +$10K 0.04% 235
2021
Q3 		$1.61M Buy
7,180
+910
+15% +$213K 0.04% 222
2021
Q2 		$1.53M Buy
+6,270
New +$1.6M 0.04% 228

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

MD Financial Management's CMI Position: Q4 2021 in Review

MD Financial Management increased its Cummins (CMI) stake by 0.61% in Q4 2021, buying an estimated $10K and bringing the position to 7,224 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #235.

MD Financial Management first reported a position in CMI in Q2 2021 and has held it in 3 quarters since. The position peaked at $1.61M in Q3 2021. 1,258 funds tracked by Wall St. Rank hold CMI as of Q4 2021.

  • MD Financial Management held 7,224 shares of Cummins worth $1.58M as of Q4 2021.
  • MD Financial Management bought 44 Cummins shares in Q4 2021, an estimated $10K.
  • Cummins made up 0.04% of MD Financial Management's portfolio in Q4 2021, its #235 holding.
  • MD Financial Management first reported a position in Cummins in Q2 2021 and has held it in 3 quarters since.
  • MD Financial Management's Cummins position peaked at $1.61M in Q3 2021.
  • 1,258 funds tracked by Wall St. Rank held Cummins as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.