SteelPeak Wealth’s Cummins CMI Stock Holding History

SteelPeak Wealth’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
2021 Q2	–	Sell	-2,237	Closed	-$580K	–	430
2021 Q1	$580K	Buy	2,237 +188	+9%	+$47K	0.05%	215
2020 Q4	$465K	Buy	+2,049	New	+$460K	0.04%	213

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SteelPeak Wealth's CMI Position: Q2 2021 in Review

SteelPeak Wealth sold out of Cummins (CMI) in Q2 2021, closing a stake of 2,237 shares — an estimated $580K sold.

SteelPeak Wealth first reported a position in CMI in Q4 2020 and held it in 2 quarters. The position peaked at $580K in Q1 2021. 1,225 funds tracked by Wall St. Rank hold CMI as of Q2 2021.

SteelPeak Wealth reported no remaining Cummins position as of Q2 2021 after selling out during the quarter.
SteelPeak Wealth sold 2,237 Cummins shares in Q2 2021, an estimated $580K.
SteelPeak Wealth first reported a position in Cummins in Q4 2020 and held it in 2 quarters.
SteelPeak Wealth's Cummins position peaked at $580K in Q1 2021.
1,225 funds tracked by Wall St. Rank held Cummins as of Q2 2021.

Based on SteelPeak Wealth's 13F filing for Q2 2021, filed 13 Aug 2021.