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Mountain Capital Investment Advisors’s Cummins CMI Stock Holding History

Mountain Capital Investment Advisors’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
Q1 		– Sell
-1,264
Closed -$305K – 49
2023
Q4 		$305K Buy
+1,264
New +$287K 0.1% 48
2020
Q1 		– Sell
-2,083
Closed -$363K – 47
2019
Q4 		$363K Sell
2,083
-237
-10% -$41.7K 0.16% 29
2019
Q3 		$377K Buy
2,320
+179
+8% +$28.6K 0.33% 29
2019
Q2 		$323K Buy
2,141
+333
+18% +$54.5K 0.3% 35
2019
Q1 		$285K Buy
+1,808
New +$271K 0.31% 31
2017
Q4 		– Sell
-336
Closed -$56K – 106
2017
Q3 		$56K Hold
336
– – 0.05% 110
2017
Q2 		$55K Buy
+336
New +$52.1K 0.05% 124

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mountain Capital Investment Advisors's CMI Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of Cummins (CMI) in Q1 2024, closing a stake of 1,264 shares — an estimated $305K sold.

Mountain Capital Investment Advisors first reported a position in CMI in Q2 2017 and held it in 7 quarters. The position peaked at $377K in Q3 2019. 1,371 funds tracked by Wall St. Rank hold CMI as of Q1 2024.

  • Mountain Capital Investment Advisors reported no remaining Cummins position as of Q1 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,264 Cummins shares in Q1 2024, an estimated $305K.
  • Mountain Capital Investment Advisors first reported a position in Cummins in Q2 2017 and held it in 7 quarters.
  • Mountain Capital Investment Advisors's Cummins position peaked at $377K in Q3 2019.
  • 1,371 funds tracked by Wall St. Rank held Cummins as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.