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Moody Aldrich Partners’s Cummins CMI Stock Holding History

Moody Aldrich 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
2021
Q1 		– Sell
-2,512
Closed -$570K – 187
2020
Q4 		$570K Hold
2,512
– – 0.09% 134
2020
Q3 		$530K Sell
2,512
-2,011
-44% -$401K 0.11% 125
2020
Q2 		$784K Buy
+4,523
New +$723K 0.17% 115

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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

Moody Aldrich Partners's CMI Position: Q1 2021 in Review

Moody Aldrich Partners sold out of Cummins (CMI) in Q1 2021, closing a stake of 2,512 shares — an estimated $570K sold.

Moody Aldrich Partners first reported a position in CMI in Q2 2020 and held it in 3 quarters. The position peaked at $784K in Q2 2020. 1,232 funds tracked by Wall St. Rank hold CMI as of Q1 2021.

  • Moody Aldrich Partners reported no remaining Cummins position as of Q1 2021 after selling out during the quarter.
  • Moody Aldrich Partners sold 2,512 Cummins shares in Q1 2021, an estimated $570K.
  • Moody Aldrich Partners first reported a position in Cummins in Q2 2020 and held it in 3 quarters.
  • Moody Aldrich Partners's Cummins position peaked at $784K in Q2 2020.
  • 1,232 funds tracked by Wall St. Rank held Cummins as of Q1 2021.

Based on Moody Aldrich Partners's 13F filing for Q1 2021, filed 10 May 2021.