Number of Shares
294,169.00
Current Holdings Value*
$70.27 Mil
% of Portfolio
1.92%
Total Estimate Gain
$59.07 Mil
% of Total Estimate Gain
52.26%

Avalon Investment & Advisory's Cummins Inc Holding Summary

As of 2023-03-31, Avalon Investment & Advisory held 294,169.00 shares of Cummins Inc(CMI), totaling $70.27 Mil. This investment constitutes 1.92% of their stock portfolio, and Avalon Investment & Advisory now holds 0.21% of the outstanding Cummins Inc(CMI) stock.

The initial trade took place in 2014Q2. And since then Avalon Investment & Advisory has made 12 purchases of CMI, at an average price of $180.48, for a total of 626,354.00 shares. In addition, there have been 11 sales at an average price of $218.10 for 332,185.00 shares. Based on historical transaction data and CMI's current price of $338.82, Avalon Investment & Advisory's estimated gain on his CMI holdings is $59.07 Mil, reflecting a 52.26% gain to date.

Avalon Investment & Advisory CMI ($338.82) Holding Chart

Avalon Investment & Advisory CMI ($338.82) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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