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SpiderRock Advisors’s Cummins CMI Stock Holding History

SpiderRock 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
Q4 		– Hold
0
– -$28K – 97
2017
Q3 		– Hold
0
– – – 281
2017
Q2 		– Hold
0
– – – 600
2017
Q1 		– Hold
0
– – – 748

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

SpiderRock Advisors's CMI Position: Q3 2024 in Review

SpiderRock Advisors increased its Cummins (CMI) stake by 2% in Q3 2024, buying an estimated $6.22K and bringing the position to 1,082 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #708.

SpiderRock Advisors first reported a position in CMI in Q1 2024 and has held it in 3 quarters since. 1,426 funds tracked by Wall St. Rank hold CMI as of Q3 2024.

  • SpiderRock Advisors held 1,082 shares of Cummins worth $350K as of Q3 2024.
  • SpiderRock Advisors bought 21 Cummins shares in Q3 2024, an estimated $6.22K.
  • Cummins made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #708 holding.
  • SpiderRock Advisors first reported a position in Cummins in Q1 2024 and has held it in 3 quarters since.
  • 1,426 funds tracked by Wall St. Rank held Cummins as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.