Cummins shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Cummins (CMI) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Cummins
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Quarterly reported holdings in Cummins by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.0M | 12k | 348.61 |
| 2024-09-30 | $4.2M | 13k | 323.79 |
| 2024-06-30 | $3.6M | 13k | 276.93 |
| 2024-03-31 | $3.8M | 13k | 294.64 |
| 2023-12-31 | $3.1M | 13k | 239.56 |
| 2023-09-30 | $2.8M | 12k | 228.45 |
| 2023-06-30 | $2.9M | 12k | 245.15 |
| 2023-03-31 | $2.7M | 11k | 238.87 |
| 2022-12-31 | $2.6M | 11k | 242.30 |
| 2022-09-30 | $2.1M | 10k | 203.49 |
| 2022-06-30 | $1.9M | 9.9k | 193.56 |
| 2022-03-31 | $2.1M | 10k | 205.07 |
| 2021-12-31 | $2.1M | 9.5k | 218.15 |
| 2021-09-30 | $2.2M | 9.8k | 224.53 |
| 2021-06-30 | $2.4M | 9.7k | 243.83 |
| 2021-03-31 | $2.5M | 9.5k | 259.10 |
| 2020-12-31 | $2.5M | 11k | 227.12 |
| 2020-09-30 | $2.6M | 12k | 211.17 |
| 2020-06-30 | $2.4M | 14k | 173.24 |
| 2020-03-31 | $2.0M | 13k | 150.66 |
| 2019-12-31 | $3.1M | 17k | 178.98 |
| 2019-09-30 | $2.8M | 17k | 162.69 |
| 2019-06-30 | $3.0M | 18k | 171.36 |
| 2019-03-31 | $2.7M | 17k | 157.86 |
| 2018-12-31 | $1.4M | 10k | 133.68 |
| 2018-09-30 | $1.4M | 10k | 136.64 |
| 2018-06-30 | $797k | 5.7k | 139.63 |
| 2018-03-31 | $868k | 5.4k | 162.06 |
| 2017-12-31 | $1.3M | 7.2k | 176.67 |
| 2017-09-30 | $1.2M | 7.1k | 168.03 |