SSI Investment Management’s Cummins CMI Stock Holding History

SSI Investment Management’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 Q2	–	Sell	-657	Closed	-$206K	–	256
2025 Q1	$206K	Hold	657	–	–	0.02%	253
2024 Q4	$229K	Hold	657	–	–	0.02%	255
2024 Q3	$213K	Buy	+657	New	+$195K	0.02%	258
2023 Q1	–	Sell	-972	Closed	-$236K	–	260
2022 Q4	$236K	Hold	972	–	–	0.01%	284
2022 Q3	$200K	Buy	+972	New	+$207K	0.01%	280
2022 Q2	–	Sell	-972	Closed	-$201K	–	300
2022 Q1	$201K	Sell	972 -7	-0.7%	-$1.51K	0.01%	308
2021 Q4	$215K	Hold	979	–	–	0.01%	307
2021 Q3	$221K	Hold	979	–	–	0.01%	291
2021 Q2	$239K	Sell	979 -6	-0.6%	-$1.53K	0.02%	296
2021 Q1	$257K	Hold	985	–	–	0.02%	269
2020 Q4	$223K	Hold	985	–	–	0.02%	255
2020 Q3	$209K	Buy	+985	New	+$196K	0.02%	245
2015 Q2	–	Sell	-1,797	Closed	-$250K	–	295
2015 Q1	$250K	Sell	1,797 -1,668	-48%	-$235K	0.02%	258
2014 Q4	$499K	Buy	3,465 +1,435	+71%	+$203K	0.05%	220
2014 Q3	$268K	Buy	2,030 +730	+56%	+$105K	0.03%	324
2014 Q2	$200K	Buy	+1,300	New	+$197K	0.02%	374

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

SSI Investment Management's CMI Position: Q2 2025 in Review

SSI Investment Management sold out of Cummins (CMI) in Q2 2025, closing a stake of 657 shares — an estimated $206K sold.

SSI Investment Management first reported a position in CMI in Q2 2014 and held it in 16 quarters. The position peaked at $499K in Q4 2014. 1,561 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

SSI Investment Management reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
SSI Investment Management sold 657 Cummins shares in Q2 2025, an estimated $206K.
SSI Investment Management first reported a position in Cummins in Q2 2014 and held it in 16 quarters.
SSI Investment Management's Cummins position peaked at $499K in Q4 2014.
1,561 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on SSI Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.