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Spearhead Capital Advisors’s Cummins CMI Stock Holding History

Spearhead Capital 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
2020
Q1 		– Sell
-1,267
Closed -$227K – 112
2019
Q4 		$227K Hold
1,267
– – 0.06% 97
2019
Q3 		$206K Hold
1,267
– – 0.06% 97
2019
Q2 		$217K Buy
+1,267
New +$207K 0.06% 79

Other funds holding CMI

Vanguard Group
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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Spearhead Capital Advisors's CMI Position: Q1 2020 in Review

Spearhead Capital Advisors sold out of Cummins (CMI) in Q1 2020, closing a stake of 1,267 shares — an estimated $227K sold.

Spearhead Capital Advisors first reported a position in CMI in Q2 2019 and held it in 3 quarters. The position peaked at $227K in Q4 2019. 970 funds tracked by Wall St. Rank hold CMI as of Q1 2020.

  • Spearhead Capital Advisors reported no remaining Cummins position as of Q1 2020 after selling out during the quarter.
  • Spearhead Capital Advisors sold 1,267 Cummins shares in Q1 2020, an estimated $227K.
  • Spearhead Capital Advisors first reported a position in Cummins in Q2 2019 and held it in 3 quarters.
  • Spearhead Capital Advisors's Cummins position peaked at $227K in Q4 2019.
  • 970 funds tracked by Wall St. Rank held Cummins as of Q1 2020.

Based on Spearhead Capital Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.