CMI Cummins Inc

held 9 mo · 3 quarters on record · no longer held CMI across all managers

Position over time

Period	Shares	% of portfolio	Activity	Value
Q2 2021	324,725	1.96%	—	$79M
Q1 2021	324,725	1.86%	Add 48.1%	$84M
Q4 2020	219,320	1.35%	NEW	$50M

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