Sit Investment Associates’s Cummins CMI Stock Holding History

Sit Investment Associates’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
2018 Q1	–	Sell	-10	Closed	-$2K	–	553
2017 Q4	$2K	Hold	10	–	–	﹤0.01%	609
2017 Q3	$2K	Hold	10	–	–	﹤0.01%	626
2017 Q2	$2K	Buy	+10	New	+$1.55K	﹤0.01%	614
2015 Q2	–	Sell	-140,725	Closed	-$19.5M	–	492
2015 Q1	$19.5M	Sell	140,725 -72,215	-34%	-$10.2M	0.34%	100
2014 Q4	$30.7M	Sell	212,940 -8,450	-4%	-$1.2M	0.51%	75
2014 Q3	$29.2M	Buy	221,390 +81,050	+58%	+$11.7M	0.51%	80
2014 Q2	$21.7M	Sell	140,340 -18,945	-12%	-$2.87M	0.37%	95
2014 Q1	$23.7M	Buy	159,285 +30,030	+23%	+$4.17M	0.42%	86
2013 Q4	$18.2M	Buy	129,255 +69,480	+116%	+$9.22M	0.32%	100
2013 Q3	$7.94M	Buy	59,775 +39,475	+194%	+$4.87M	0.15%	148
2013 Q2	$2.2M	Buy	+20,300	New	+$2.3M	0.04%	254

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Sit Investment Associates's CMI Position: Q1 2018 in Review

Sit Investment Associates sold out of Cummins (CMI) in Q1 2018, closing a stake of 10 shares — an estimated $2K sold.

Sit Investment Associates first reported a position in CMI in Q2 2013 and held it in 11 quarters. The position peaked at $30.7M in Q4 2014. 970 funds tracked by Wall St. Rank hold CMI as of Q1 2018.

Sit Investment Associates reported no remaining Cummins position as of Q1 2018 after selling out during the quarter.
Sit Investment Associates sold 10 Cummins shares in Q1 2018, an estimated $2K.
Sit Investment Associates first reported a position in Cummins in Q2 2013 and held it in 11 quarters.
Sit Investment Associates's Cummins position peaked at $30.7M in Q4 2014.
970 funds tracked by Wall St. Rank held Cummins as of Q1 2018.

Based on Sit Investment Associates's 13F filing for Q1 2018, filed 20 Apr 2018.