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Peterson Financial Group’s Cummins CMI Stock Holding History

Peterson 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
2024
Q3 		$6.88K Buy
+21
New +$6.22K 0.03% 253

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Peterson Financial Group's CMI Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Cummins (CMI) in Q3 2024: 21 shares worth $6.88K. The stake represents 0.03% of the portfolio and ranks #253 among its holdings.

1,427 funds tracked by Wall St. Rank hold CMI as of Q3 2024.

  • Peterson Financial Group held 21 shares of Cummins worth $6.88K as of Q3 2024.
  • Cummins was a new Peterson Financial Group position in Q3 2024.
  • Cummins made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #253 holding.
  • 1,427 funds tracked by Wall St. Rank held Cummins as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.