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Studio Investment Management’s Cummins CMI Stock Holding History

Studio 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
2024
Q1 		– Sell
-267
Closed -$64K – 268
2023
Q4 		$64K Hold
267
– – 0.02% 166
2023
Q3 		$61K Hold
267
– – 0.02% 166
2023
Q2 		$65.5K Buy
267
+143
+115% +$32.4K 0.02% 156
2023
Q1 		$29.6K Buy
+124
New +$30.3K 0.01% 166

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Studio Investment Management's CMI Position: Q1 2024 in Review

Studio Investment Management sold out of Cummins (CMI) in Q1 2024, closing a stake of 267 shares — an estimated $64K sold.

Studio Investment Management first reported a position in CMI in Q1 2023 and held it in 4 quarters. The position peaked at $65.5K in Q2 2023. 1,371 funds tracked by Wall St. Rank hold CMI as of Q1 2024.

  • Studio Investment Management reported no remaining Cummins position as of Q1 2024 after selling out during the quarter.
  • Studio Investment Management sold 267 Cummins shares in Q1 2024, an estimated $64K.
  • Studio Investment Management first reported a position in Cummins in Q1 2023 and held it in 4 quarters.
  • Studio Investment Management's Cummins position peaked at $65.5K in Q2 2023.
  • 1,371 funds tracked by Wall St. Rank held Cummins as of Q1 2024.

Based on Studio Investment Management's 13F filing for Q1 2024, filed 15 May 2024.