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Wright Investors Service’s Cummins CMI Stock Holding History

Wright Investors Service’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
2021
Q1 		– Sell
-1,459
Closed -$331K – 150
2020
Q4 		$331K Sell
1,459
-504
-26% -$113K 0.11% 140
2020
Q3 		$415K Buy
1,963
+52
+3% +$10.4K 0.15% 121
2020
Q2 		$331K Buy
+1,911
New +$305K 0.13% 130
2019
Q3 		– Sell
-3,308
Closed -$566K – 148
2019
Q2 		$566K Buy
3,308
+15
+0.5% +$2.46K 0.22% 101
2019
Q1 		$519K Sell
3,293
-337
-9% -$50.6K 0.21% 104
2018
Q4 		$485K Buy
+3,630
New +$513K 0.21% 106
2016
Q1 		– Sell
-5,900
Closed -$519K – 222
2015
Q4 		$519K Buy
+5,900
New +$589K 0.19% 175
2014
Q3 		– Sell
-1,370
Closed -$211K – 202
2014
Q2 		$211K Sell
1,370
-460
-25% -$69.6K 0.1% 209
2014
Q1 		$273K Sell
1,830
-110
-6% -$15.3K 0.12% 188
2013
Q4 		$273K Buy
+1,940
New +$258K 0.12% 190

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wright Investors Service's CMI Position: Q1 2021 in Review

Wright Investors Service sold out of Cummins (CMI) in Q1 2021, closing a stake of 1,459 shares — an estimated $331K sold.

Wright Investors Service first reported a position in CMI in Q4 2013 and held it in 10 quarters. The position peaked at $566K in Q2 2019. 1,232 funds tracked by Wall St. Rank hold CMI as of Q1 2021.

  • Wright Investors Service reported no remaining Cummins position as of Q1 2021 after selling out during the quarter.
  • Wright Investors Service sold 1,459 Cummins shares in Q1 2021, an estimated $331K.
  • Wright Investors Service first reported a position in Cummins in Q4 2013 and held it in 10 quarters.
  • Wright Investors Service's Cummins position peaked at $566K in Q2 2019.
  • 1,232 funds tracked by Wall St. Rank held Cummins as of Q1 2021.

Based on Wright Investors Service's 13F filing for Q1 2021, filed 29 Apr 2021.