SVA Wealth Management’s Cummins CMI Stock Holding History

SVA 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
2020 Q4	$391K	Buy	+1,720	New	+$386K	0.03%	184

Other funds holding CMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

SVA Wealth Management's CMI Position: Q4 2020 in Review

SVA Wealth Management opened a new position in Cummins (CMI) in Q4 2020: 1,720 shares worth $391K. The stake represents 0.03% of the portfolio and ranks #184 among its holdings.

1,173 funds tracked by Wall St. Rank hold CMI as of Q4 2020.

SVA Wealth Management held 1,720 shares of Cummins worth $391K as of Q4 2020.
Cummins was a new SVA Wealth Management position in Q4 2020.
Cummins made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #184 holding.
1,173 funds tracked by Wall St. Rank held Cummins as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.