Planned Solutions’s Cummins CMI Stock Holding History

Planned Solutions’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 Q4	–	Sell	-195	Closed	-$63.1K	–	208
2024 Q3	$63.1K	Buy	+195	New	+$57.8K	0.03%	272
2024 Q1	–	Sell	-195	Closed	-$46.7K	–	178
2023 Q4	$46.7K	Buy	+195	New	+$44.3K	0.02%	290

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Planned Solutions's CMI Position: Q4 2024 in Review

Planned Solutions sold out of Cummins (CMI) in Q4 2024, closing a stake of 195 shares — an estimated $63.1K sold.

Planned Solutions first reported a position in CMI in Q4 2023 and held it in 2 quarters. The position peaked at $63.1K in Q3 2024. 1,552 funds tracked by Wall St. Rank hold CMI as of Q4 2024.

Planned Solutions reported no remaining Cummins position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 195 Cummins shares in Q4 2024, an estimated $63.1K.
Planned Solutions first reported a position in Cummins in Q4 2023 and held it in 2 quarters.
Planned Solutions's Cummins position peaked at $63.1K in Q3 2024.
1,552 funds tracked by Wall St. Rank held Cummins as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.