Private Capital Advisors’s Cummins CMI Stock Holding History

Private Capital Advisors’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
2022 Q2	–	Sell	-2,100	Closed	-$431K	–	98
2022 Q1	$431K	Buy	+2,100	New	+$454K	0.06%	77

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Private Capital Advisors's CMI Position: Q2 2022 in Review

Private Capital Advisors sold out of Cummins (CMI) in Q2 2022, closing a stake of 2,100 shares — an estimated $431K sold.

Private Capital Advisors first reported a position in CMI in Q1 2022 and held it in 1 quarter. The position peaked at $431K in Q1 2022. 1,196 funds tracked by Wall St. Rank hold CMI as of Q2 2022.

Private Capital Advisors reported no remaining Cummins position as of Q2 2022 after selling out during the quarter.
Private Capital Advisors sold 2,100 Cummins shares in Q2 2022, an estimated $431K.
Private Capital Advisors first reported a position in Cummins in Q1 2022 and held it in 1 quarter.
Private Capital Advisors's Cummins position peaked at $431K in Q1 2022.
1,196 funds tracked by Wall St. Rank held Cummins as of Q2 2022.

Based on Private Capital Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.