Vahanian & Associates Financial Planning’s Cummins CMI Stock Holding History

Vahanian & Associates Financial Planning’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 Q4	$225K	Buy	+938	New	+$213K	0.89%	42

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Vahanian & Associates Financial Planning's CMI Position: Q4 2023 in Review

Vahanian & Associates Financial Planning opened a new position in Cummins (CMI) in Q4 2023: 938 shares worth $225K. The stake represents 0.89% of the portfolio and ranks #42 among its holdings.

1,366 funds tracked by Wall St. Rank hold CMI as of Q4 2023.

Vahanian & Associates Financial Planning held 938 shares of Cummins worth $225K as of Q4 2023.
Cummins was a new Vahanian & Associates Financial Planning position in Q4 2023.
Cummins made up 0.89% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #42 holding.
1,366 funds tracked by Wall St. Rank held Cummins as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.