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Moisand Fitzgerald Tamayo’s Cummins CMI Stock Holding History

Moisand Fitzgerald Tamayo’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
2023
Q4 		– Sell
-7
Closed -$1.6K – 687
2023
Q3 		$1.6K Hold
7
– – ﹤0.01% 593
2023
Q2 		$1.72K Hold
7
– – ﹤0.01% 569
2023
Q1 		$1.67K Hold
7
– – ﹤0.01% 591
2022
Q4 		$1.7K Buy
+7
New +$1.67K ﹤0.01% 588

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
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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moisand Fitzgerald Tamayo's CMI Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Cummins (CMI) in Q4 2023, closing a stake of 7 shares — an estimated $1.6K sold.

Moisand Fitzgerald Tamayo first reported a position in CMI in Q4 2022 and held it in 4 quarters. The position peaked at $1.72K in Q2 2023. 1,365 funds tracked by Wall St. Rank hold CMI as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Cummins position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 7 Cummins shares in Q4 2023, an estimated $1.6K.
  • Moisand Fitzgerald Tamayo first reported a position in Cummins in Q4 2022 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's Cummins position peaked at $1.72K in Q2 2023.
  • 1,365 funds tracked by Wall St. Rank held Cummins as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.