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Paulson Wealth Management’s Cummins CMI Stock Holding History

Paulson Wealth Management’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
2020
Q4 		– Sell
-1,156
Closed -$244K – 86
2020
Q3 		$244K Buy
+1,156
New +$230K 0.16% 71
2018
Q2 		– Sell
-3,307
Closed -$536K – 114
2018
Q1 		$536K Sell
3,307
-262
-7% -$45K 0.53% 59
2017
Q4 		$630K Buy
+3,569
New +$610K 0.55% 54

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Paulson Wealth Management's CMI Position: Q4 2020 in Review

Paulson Wealth Management sold out of Cummins (CMI) in Q4 2020, closing a stake of 1,156 shares — an estimated $244K sold.

Paulson Wealth Management first reported a position in CMI in Q4 2017 and held it in 3 quarters. The position peaked at $630K in Q4 2017. 1,173 funds tracked by Wall St. Rank hold CMI as of Q4 2020.

  • Paulson Wealth Management reported no remaining Cummins position as of Q4 2020 after selling out during the quarter.
  • Paulson Wealth Management sold 1,156 Cummins shares in Q4 2020, an estimated $244K.
  • Paulson Wealth Management first reported a position in Cummins in Q4 2017 and held it in 3 quarters.
  • Paulson Wealth Management's Cummins position peaked at $630K in Q4 2017.
  • 1,173 funds tracked by Wall St. Rank held Cummins as of Q4 2020.

Based on Paulson Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.