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Nations Financial Group’s Cummins CMI Stock Holding History

Nations Financial Group’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 		– Sell
-5,306
Closed -$1.19M – 478
2021
Q3 		$1.19M Buy
5,306
+248
+5% +$58.1K 0.18% 142
2021
Q2 		$1.23M Buy
5,058
+92
+2% +$23.5K 0.21% 130
2021
Q1 		$1.29M Buy
4,966
+235
+5% +$58.7K 0.29% 93
2020
Q4 		$1.07M Buy
4,731
+140
+3% +$31.4K 0.28% 97
2020
Q3 		$969K Buy
4,591
+141
+3% +$28.1K 0.3% 96
2020
Q2 		$771K Sell
4,450
-73
-2% -$11.7K 0.27% 111
2020
Q1 		$612K Buy
4,523
+122
+3% +$19K 0.26% 123
2019
Q4 		$788K Buy
4,401
+8
+0.2% +$1.41K 0.27% 117
2019
Q3 		$758K Buy
+4,393
New +$703K 0.27% 115

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nations Financial Group's CMI Position: Q4 2021 in Review

Nations Financial Group sold out of Cummins (CMI) in Q4 2021, closing a stake of 5,306 shares — an estimated $1.19M sold.

Nations Financial Group first reported a position in CMI in Q3 2019 and held it in 9 quarters. The position peaked at $1.29M in Q1 2021. 1,258 funds tracked by Wall St. Rank hold CMI as of Q4 2021.

  • Nations Financial Group reported no remaining Cummins position as of Q4 2021 after selling out during the quarter.
  • Nations Financial Group sold 5,306 Cummins shares in Q4 2021, an estimated $1.19M.
  • Nations Financial Group first reported a position in Cummins in Q3 2019 and held it in 9 quarters.
  • Nations Financial Group's Cummins position peaked at $1.29M in Q1 2021.
  • 1,258 funds tracked by Wall St. Rank held Cummins as of Q4 2021.

Based on Nations Financial Group's 13F filing for Q4 2021, filed 10 Feb 2022.