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Mirador Capital Partners’s Cummins CMI Stock Holding History

Mirador Capital Partners’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
Q4 		– Sell
-1,243
Closed -$403K – 199
2024
Q3 		$403K Sell
1,243
-41
-3% -$12.1K 0.07% 143
2024
Q2 		$356K Sell
1,284
-68
-5% -$19.4K 0.07% 143
2024
Q1 		$398K Sell
1,352
-46
-3% -$11.9K 0.08% 137
2023
Q4 		$335K Buy
+1,398
New +$318K 0.07% 140

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Mirador Capital Partners's CMI Position: Q4 2024 in Review

Mirador Capital Partners sold out of Cummins (CMI) in Q4 2024, closing a stake of 1,243 shares — an estimated $403K sold.

Mirador Capital Partners first reported a position in CMI in Q4 2023 and held it in 4 quarters. The position peaked at $403K in Q3 2024. 1,552 funds tracked by Wall St. Rank hold CMI as of Q4 2024.

  • Mirador Capital Partners reported no remaining Cummins position as of Q4 2024 after selling out during the quarter.
  • Mirador Capital Partners sold 1,243 Cummins shares in Q4 2024, an estimated $403K.
  • Mirador Capital Partners first reported a position in Cummins in Q4 2023 and held it in 4 quarters.
  • Mirador Capital Partners's Cummins position peaked at $403K in Q3 2024.
  • 1,552 funds tracked by Wall St. Rank held Cummins as of Q4 2024.

Based on Mirador Capital Partners's 13F filing for Q4 2024, filed 15 Jan 2025.