Your Advocates Ltd’s Cummins CMI Stock Holding History

Your Advocates Ltd’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
2024 Q4	–	Sell	-30	Closed	-$9.71K	–	216
2024 Q3	$9.71K	Hold	30	–	–	﹤0.01%	111
2024 Q2	$8.31K	Hold	30	–	–	﹤0.01%	117
2024 Q1	$8.84K	Hold	30	–	–	﹤0.01%	114
2023 Q4	$7.19K	Hold	30	–	–	﹤0.01%	116
2023 Q3	$6.85K	Sell	30 -60	-67%	-$14.5K	﹤0.01%	125
2023 Q2	$22.1K	Buy	90 +60	+200%	+$13.6K	0.01%	86
2023 Q1	$7.17K	Hold	30	–	–	﹤0.01%	110
2022 Q4	$7.27K	Hold	30	–	–	﹤0.01%	100
2022 Q3	$6K	Hold	30	–	–	﹤0.01%	104
2022 Q2	$6K	Hold	30	–	–	﹤0.01%	108
2022 Q1	$6K	Hold	30	–	–	﹤0.01%	120
2021 Q4	$7K	Hold	30	–	–	﹤0.01%	103
2021 Q3	$7K	Hold	30	–	–	﹤0.01%	102
2021 Q2	$7K	Hold	30	–	–	﹤0.01%	96
2021 Q1	$8K	Hold	30	–	–	0.01%	92
2020 Q4	$7K	Hold	30	–	–	0.01%	95
2020 Q3	$6K	Hold	30	–	–	﹤0.01%	97
2020 Q2	$5K	Hold	30	–	–	﹤0.01%	99
2020 Q1	$4K	Buy	+30	New	+$4.68K	﹤0.01%	93

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

Your Advocates Ltd's CMI Position: Q4 2024 in Review

Your Advocates Ltd sold out of Cummins (CMI) in Q4 2024, closing a stake of 30 shares — an estimated $9.71K sold.

Your Advocates Ltd first reported a position in CMI in Q1 2020 and held it in 19 quarters. The position peaked at $22.1K in Q2 2023. 1,551 funds tracked by Wall St. Rank hold CMI as of Q4 2024.

Your Advocates Ltd reported no remaining Cummins position as of Q4 2024 after selling out during the quarter.
Your Advocates Ltd sold 30 Cummins shares in Q4 2024, an estimated $9.71K.
Your Advocates Ltd first reported a position in Cummins in Q1 2020 and held it in 19 quarters.
Your Advocates Ltd's Cummins position peaked at $22.1K in Q2 2023.
1,551 funds tracked by Wall St. Rank held Cummins as of Q4 2024.

Based on Your Advocates Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.