S.E.E.D. Planning Group’s Cummins CMI Stock Holding History

S.E.E.D. Planning 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
2021 Q2	–	Sell	-800	Closed	-$207K	–	86
2021 Q1	$207K	Buy	+800	New	+$200K	0.11%	73

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

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

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

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

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

S.E.E.D. Planning Group's CMI Position: Q2 2021 in Review

S.E.E.D. Planning Group sold out of Cummins (CMI) in Q2 2021, closing a stake of 800 shares — an estimated $207K sold.

S.E.E.D. Planning Group first reported a position in CMI in Q1 2021 and held it in 1 quarter. The position peaked at $207K in Q1 2021. 1,224 funds tracked by Wall St. Rank hold CMI as of Q2 2021.

S.E.E.D. Planning Group reported no remaining Cummins position as of Q2 2021 after selling out during the quarter.
S.E.E.D. Planning Group sold 800 Cummins shares in Q2 2021, an estimated $207K.
S.E.E.D. Planning Group first reported a position in Cummins in Q1 2021 and held it in 1 quarter.
S.E.E.D. Planning Group's Cummins position peaked at $207K in Q1 2021.
1,224 funds tracked by Wall St. Rank held Cummins as of Q2 2021.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2021, filed 14 Jul 2021.