Sand Hill Global Advisors’s Cummins CMI Stock Holding History

Sand Hill Global 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
2017 Q2	–	Sell	-3,062	Closed	-$463K	–	111
2017 Q1	$463K	Buy	+3,062	New	+$453K	0.06%	63
2015 Q3	–	Sell	-18,571	Closed	-$2.44M	–	82
2015 Q2	$2.44M	Sell	18,571 -70	-0.4%	-$9.63K	0.4%	53
2015 Q1	$2.58M	Buy	18,641 +1,184	+7%	+$167K	0.42%	53
2014 Q4	$2.52M	Sell	17,457 -1,144	-6%	-$162K	0.43%	52
2014 Q3	$2.46M	Buy	18,601 +1,931	+12%	+$279K	0.41%	52
2014 Q2	$2.57M	Buy	16,670 +310	+2%	+$46.9K	0.48%	49
2014 Q1	$2.44M	Buy	16,360 +250	+2%	+$34.7K	0.49%	49
2013 Q4	$2.27M	Sell	16,110 -5,060	-24%	-$672K	0.48%	50
2013 Q3	$2.81M	Buy	+21,170	New	+$2.61M	0.48%	49

Other funds holding CMI

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sand Hill Global Advisors's CMI Position: Q2 2017 in Review

Sand Hill Global Advisors sold out of Cummins (CMI) in Q2 2017, closing a stake of 3,062 shares — an estimated $463K sold.

Sand Hill Global Advisors first reported a position in CMI in Q3 2013 and held it in 9 quarters. The position peaked at $2.81M in Q3 2013. 879 funds tracked by Wall St. Rank hold CMI as of Q2 2017.

Sand Hill Global Advisors reported no remaining Cummins position as of Q2 2017 after selling out during the quarter.
Sand Hill Global Advisors sold 3,062 Cummins shares in Q2 2017, an estimated $463K.
Sand Hill Global Advisors first reported a position in Cummins in Q3 2013 and held it in 9 quarters.
Sand Hill Global Advisors's Cummins position peaked at $2.81M in Q3 2013.
879 funds tracked by Wall St. Rank held Cummins as of Q2 2017.

Based on Sand Hill Global Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.