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Squar Milner Financial Services’s Cummins CMI Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-28
Closed -$3K – 304
2020
Q1 		$3K Hold
28
– – ﹤0.01% 637
2019
Q4 		$5K Buy
+28
New +$4.93K ﹤0.01% 634
2019
Q2 		– Sell
-36
Closed -$5K – 816
2019
Q1 		$5K Hold
36
– – ﹤0.01% 651
2018
Q4 		$5K Hold
36
– – ﹤0.01% 549
2018
Q3 		$5K Hold
36
– – ﹤0.01% 596
2018
Q2 		$5K Buy
+36
New +$5.39K ﹤0.01% 686

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's CMI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Cummins (CMI) in Q2 2020, closing a stake of 28 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in CMI in Q2 2018 and held it in 6 quarters. The position peaked at $5K in Q4 2019. 1,011 funds tracked by Wall St. Rank hold CMI as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Cummins position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 28 Cummins shares in Q2 2020, an estimated $3K.
  • Squar Milner Financial Services first reported a position in Cummins in Q2 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's Cummins position peaked at $5K in Q4 2019.
  • 1,011 funds tracked by Wall St. Rank held Cummins as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.