PCMC
CMI icon

Planning Capital Management Corporation’s Cummins CMI Stock Holding History

Planning Capital Management Corporation’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 		– Sell
-287
Closed -$79.5K – 811
2024
Q2 		$79.5K Hold
287
– – 0.06% 154
2024
Q1 		$84.6K Hold
287
– – 0.06% 143
2023
Q4 		$68.8K Buy
+287
New +$65.2K 0.05% 164

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 $336B AUM 34.66% 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

Planning Capital Management Corporation's CMI Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Cummins (CMI) in Q3 2024, closing a stake of 287 shares — an estimated $79.5K sold.

Planning Capital Management Corporation first reported a position in CMI in Q4 2023 and held it in 3 quarters. The position peaked at $84.6K in Q1 2024. 1,427 funds tracked by Wall St. Rank hold CMI as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Cummins position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 287 Cummins shares in Q3 2024, an estimated $79.5K.
  • Planning Capital Management Corporation first reported a position in Cummins in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Cummins position peaked at $84.6K in Q1 2024.
  • 1,427 funds tracked by Wall St. Rank held Cummins as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.