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Schechter Investment Advisors’s Cummins CMI Stock Holding History

Schechter Investment 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
2025
Q1 		$931K Sell
2,969
-780
-21% -$275K 0.08% 247
2024
Q4 		$1.31M Sell
3,749
-75
-2% -$26.3K 0.1% 192
2024
Q3 		$1.24M Sell
3,824
-389
-9% -$115K 0.09% 211
2024
Q2 		$1.17M Buy
4,213
+73
+2% +$20.9K 0.09% 208
2024
Q1 		$1.22M Sell
4,140
-58
-1% -$14.9K 0.09% 207
2023
Q4 		$1.01M Sell
4,198
-100
-2% -$22.7K 0.09% 230
2023
Q3 		$982K Buy
4,298
+11
+0.3% +$2.66K 0.1% 225
2023
Q2 		$1.05M Sell
4,287
-157
-4% -$35.5K 0.09% 232
2023
Q1 		$1.06M Buy
4,444
+22
+0.5% +$5.37K 0.1% 239
2022
Q4 		$1.07M Sell
4,422
-2
-0% -$476 0.1% 268
2022
Q3 		$901K Sell
4,424
-202
-4% -$43K 0.09% 314
2022
Q2 		$895K Sell
4,626
-122
-3% -$24.4K 0.09% 323
2022
Q1 		$974K Sell
4,748
-840
-15% -$182K 0.09% 315
2021
Q4 		$1.22M Buy
+5,588
New +$1.27M 0.11% 241

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
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 $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Schechter Investment Advisors's CMI Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Cummins (CMI) stake by 21% in Q1 2025, selling an estimated $275K and leaving 2,969 shares worth $931K. The position accounts for 0.08% of the portfolio, ranked #247.

Schechter Investment Advisors first reported a position in CMI in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.31M in Q4 2024. 1,567 funds tracked by Wall St. Rank hold CMI as of Q1 2025.

  • Schechter Investment Advisors held 2,969 shares of Cummins worth $931K as of Q1 2025.
  • Schechter Investment Advisors sold 780 Cummins shares in Q1 2025, an estimated $275K.
  • Cummins made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #247 holding.
  • Schechter Investment Advisors first reported a position in Cummins in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Cummins position peaked at $1.31M in Q4 2024.
  • 1,567 funds tracked by Wall St. Rank held Cummins as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.