Sandy Cove Advisors’s Cummins CMI Stock Holding History

Sandy Cove 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	-112	Closed	-$23K	–	125
2022 Q1	$23K	Hold	112	–	–	0.02%	269
2021 Q4	$24K	Buy	+112	New	+$25.5K	0.02%	258

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

Sandy Cove Advisors's CMI Position: Q2 2022 in Review

Sandy Cove Advisors sold out of Cummins (CMI) in Q2 2022, closing a stake of 112 shares — an estimated $23K sold.

Sandy Cove Advisors first reported a position in CMI in Q4 2021 and held it in 2 quarters. The position peaked at $24K in Q4 2021. 1,196 funds tracked by Wall St. Rank hold CMI as of Q2 2022.

Sandy Cove Advisors reported no remaining Cummins position as of Q2 2022 after selling out during the quarter.
Sandy Cove Advisors sold 112 Cummins shares in Q2 2022, an estimated $23K.
Sandy Cove Advisors first reported a position in Cummins in Q4 2021 and held it in 2 quarters.
Sandy Cove Advisors's Cummins position peaked at $24K in Q4 2021.
1,196 funds tracked by Wall St. Rank held Cummins as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.