Number of Shares
6,680.00
Current Holdings Value*
$2.09 Mil
% of Portfolio
2.38%
Total Estimate Gain
$317,609.75
% of Total Estimate Gain
14.96%

FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND's Cummins Inc Holding Summary

As of 2025-03-31, FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND held 6,680.00 shares of Cummins Inc(CMI), totaling $2.09 Mil. This investment constitutes 2.38% of their stock portfolio, and FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND now holds 0% of the outstanding Cummins Inc(CMI) stock.

The initial trade took place in 2024Q2. And since then FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND has made 4 purchases of CMI, at an average price of $317.72, for a total of 6,680.00 shares. Based on historical transaction data and CMI's current price of $365.27, FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND's estimated gain on his CMI holdings is $317,609.75, reflecting a 14.96% gain to date.

FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND CMI ($365.27) Holding Chart

FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND CMI ($365.27) 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 %

Top Ranked Articles

  • 1