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Bartlett & Co. LLC

SEC CIK
0001550075
Latest filing
Jan 8, 2024

CMI holding history

Cummins Inc in every 13F filed by Bartlett & Co. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMI overviewAll 13F holders of CMIFull Q4 2023 holdings

Shares (Q4 2023)
610
Value
$147.0K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of CMI by Bartlett & Co. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2023610$147.0K<0.1%+50+8.9%AddedHolders
Q3 2023560$128.0K<0.1%00.0%UnchangedHolders
Q2 2023560$137.0K<0.1%00.0%UnchangedHolders
Q1 2023560$134.0K<0.1%00.0%UnchangedHolders
Q4 2022560$136.0K<0.1%−20−3.4%ReducedHolders
Q3 2022580$118.0K<0.1%00.0%UnchangedHolders
Q2 2022580$112.0K<0.1%−50−7.9%ReducedHolders
Q1 2022630$129.0K<0.1%+630NewHolders
Q4 20210$00.0%−430−100.0%Sold outHolders
Q3 2021430$97.0K<0.1%−17−3.8%ReducedHolders
Q2 2021447$109.0K<0.1%00.0%UnchangedHolders
Q1 2021447$116.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.