ZIMP
CMI icon

Zimmermann Investment Management & Planning’s Cummins CMI Stock Holding History

Zimmermann Investment Management & 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
Q3 		– Sell
-2,137
Closed -$524K – 104
2023
Q2 		$524K Sell
2,137
-13
-0.6% -$2.94K 0.24% 65
2023
Q1 		$514K Buy
2,150
+58
+3% +$14.2K 0.27% 68
2022
Q4 		$507K Buy
2,092
+15
+0.7% +$3.57K 0.29% 58
2022
Q3 		$423K Buy
+2,077
New +$442K 0.26% 58

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

Zimmermann Investment Management & Planning's CMI Position: Q3 2023 in Review

Zimmermann Investment Management & Planning sold out of Cummins (CMI) in Q3 2023, closing a stake of 2,137 shares — an estimated $524K sold.

Zimmermann Investment Management & Planning first reported a position in CMI in Q3 2022 and held it in 4 quarters. The position peaked at $524K in Q2 2023. 1,230 funds tracked by Wall St. Rank hold CMI as of Q3 2023.

  • Zimmermann Investment Management & Planning reported no remaining Cummins position as of Q3 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 2,137 Cummins shares in Q3 2023, an estimated $524K.
  • Zimmermann Investment Management & Planning first reported a position in Cummins in Q3 2022 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's Cummins position peaked at $524K in Q2 2023.
  • 1,230 funds tracked by Wall St. Rank held Cummins as of Q3 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2023, filed 31 Oct 2023.