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Sugarloaf Wealth Management’s Cummins CMI Stock Holding History

Sugarloaf Wealth 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
2023
Q1 		– Sell
-66
Closed -$16K – 721
2022
Q4 		$16K Hold
66
– – ﹤0.01% 437
2022
Q3 		$14K Hold
66
– – ﹤0.01% 463
2022
Q2 		$13K Buy
+66
New +$13.2K ﹤0.01% 478

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sugarloaf Wealth Management's CMI Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Cummins (CMI) in Q1 2023, closing a stake of 66 shares — an estimated $16K sold.

Sugarloaf Wealth Management first reported a position in CMI in Q2 2022 and held it in 3 quarters. The position peaked at $16K in Q4 2022. 1,270 funds tracked by Wall St. Rank hold CMI as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining Cummins position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 66 Cummins shares in Q1 2023, an estimated $16K.
  • Sugarloaf Wealth Management first reported a position in Cummins in Q2 2022 and held it in 3 quarters.
  • Sugarloaf Wealth Management's Cummins position peaked at $16K in Q4 2022.
  • 1,270 funds tracked by Wall St. Rank held Cummins as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.