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TD Ameritrade Investment Management’s Cummins CMI Stock Holding History

TD Ameritrade 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
2023
Q3 		– Sell
-5
Closed -$1K – 88
2023
Q2 		$1K Sell
5
-21
-81% -$4.75K ﹤0.01% 499
2023
Q1 		$6K Sell
26
-19
-42% -$4.64K ﹤0.01% 415
2022
Q4 		$11K Sell
45
-154
-77% -$36.6K ﹤0.01% 375
2022
Q3 		$40K Buy
199
+168
+542% +$35.7K ﹤0.01% 287
2022
Q2 		$6K Sell
31
-61
-66% -$12.2K ﹤0.01% 457
2022
Q1 		$19K Sell
92
-2,268
-96% -$490K ﹤0.01% 421
2021
Q4 		$515K Sell
2,360
-107
-4% -$24.4K ﹤0.01% 178
2021
Q3 		$521K Buy
2,467
+266
+12% +$62.3K ﹤0.01% 152
2021
Q2 		$537K Buy
2,201
+143
+7% +$36.6K ﹤0.01% 162
2021
Q1 		$467K Hold
2,058
– – ﹤0.01% 158
2020
Q4 		$467K Sell
2,058
-409
-17% -$91.8K ﹤0.01% 158
2020
Q3 		$521K Buy
2,467
+160
+7% +$31.9K ﹤0.01% 152
2020
Q2 		$400K Sell
2,307
-304
-12% -$48.6K ﹤0.01% 173
2020
Q1 		$353K Sell
2,611
-412
-14% -$64.2K ﹤0.01% 175
2019
Q4 		$541K Buy
3,023
+152
+5% +$26.8K ﹤0.01% 165
2019
Q3 		$467K Buy
2,871
+517
+22% +$82.7K ﹤0.01% 163
2019
Q2 		$403K Buy
2,354
+570
+32% +$93.3K ﹤0.01% 163
2019
Q1 		$282K Buy
1,784
+574
+47% +$86.1K ﹤0.01% 168
2018
Q4 		$162K Buy
1,210
+541
+81% +$76.4K ﹤0.01% 167
2018
Q3 		$98K Buy
669
+595
+804% +$83.8K ﹤0.01% 175
2018
Q2 		$10K Buy
+74
New +$11.1K ﹤0.01% 232

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Ameritrade Investment Management's CMI Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Cummins (CMI) in Q3 2023, closing a stake of 5 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in CMI in Q2 2018 and held it in 21 quarters. The position peaked at $541K in Q4 2019. 1,231 funds tracked by Wall St. Rank hold CMI as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Cummins position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 5 Cummins shares in Q3 2023, an estimated $1K.
  • TD Ameritrade Investment Management first reported a position in Cummins in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Cummins position peaked at $541K in Q4 2019.
  • 1,231 funds tracked by Wall St. Rank held Cummins as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.