Sumitomo Mitsui Financial Group’s Cummins CMI Stock Holding History

Sumitomo Mitsui Financial Group’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
2019 Q4	–	Sell	-14,538	Closed	-$2.37M	–	134
2019 Q3	$2.37M	Buy	14,538 +1,873	+15%	+$300K	0.2%	45
2019 Q2	$2.17M	Sell	12,665 -747	-6%	-$122K	0.17%	45
2019 Q1	$2.12M	Sell	13,412 -698	-5%	-$105K	0.19%	42
2018 Q4	$1.86M	Buy	14,110 +497	+4%	+$70.2K	0.12%	47
2018 Q3	$1.99M	Sell	13,613 -512	-4%	-$72.1K	0.16%	43
2018 Q2	$1.88M	Buy	14,125 +2,715	+24%	+$406K	0.19%	38
2018 Q1	$1.85M	Buy	11,410 +1,819	+19%	+$313K	0.17%	39
2017 Q4	$1.69M	Buy	9,591 +150	+2%	+$25.6K	0.22%	34
2017 Q3	$1.59M	Buy	9,441 +470	+5%	+$76.1K	0.19%	37
2017 Q2	$1.46M	Buy	+8,971	New	+$1.39M	0.3%	33

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Sumitomo Mitsui Financial Group's CMI Position: Q4 2019 in Review

Sumitomo Mitsui Financial Group sold out of Cummins (CMI) in Q4 2019, closing a stake of 14,538 shares — an estimated $2.37M sold.

Sumitomo Mitsui Financial Group first reported a position in CMI in Q2 2017 and held it in 10 quarters. The position peaked at $2.37M in Q3 2019. 1,092 funds tracked by Wall St. Rank hold CMI as of Q4 2019.

Sumitomo Mitsui Financial Group reported no remaining Cummins position as of Q4 2019 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 14,538 Cummins shares in Q4 2019, an estimated $2.37M.
Sumitomo Mitsui Financial Group first reported a position in Cummins in Q2 2017 and held it in 10 quarters.
Sumitomo Mitsui Financial Group's Cummins position peaked at $2.37M in Q3 2019.
1,092 funds tracked by Wall St. Rank held Cummins as of Q4 2019.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q4 2019, filed 14 Feb 2020.