Connecticut Wealth Management »

Cummins shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Cummins (CMI) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Cummins

Tip: Access up to 7 years of quarterly data

All positions including Cummins held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cummins by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 3.9k 323.82
2024-06-30 $1.1M 4.0k 276.95
2024-03-31 $1.1M 3.8k 294.67
2023-12-31 $906k 3.8k 239.58
2023-09-30 $634k 2.8k 228.46
2023-06-30 $231k 940 245.16

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Cummins

Vanguard Group
BlackRock
BlackRock
State Street Corporation
T. Rowe Price Associates
Geode Capital Management
Morgan Stanley
Fisher Investments
Pathway Financial Advisers
First Eagle Investment Management
Northern Trust
Dimensional Fund Advisors
Stifel Financial
Hotchkis and Wiley Capital Management
LSV Asset Management

View all funds holding Cummins