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Disclosery

Avalon Investment & Advisory: CMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on CMI, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 294,169 CMI shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 294,169 shares
    Change vs previous 13F -96,994 shares

    1.92% of the 13F portfolio, value $70,271,117.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 391,163 shares
    Change vs previous 13F +134,276 shares

    2.7% of the 13F portfolio, value $94,775,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 256,887 shares
    Change vs previous 13F -31,646 shares

    1.62% of the 13F portfolio, value $52,279,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 288,533 shares
    Change vs previous 13F -2,561 shares

    1.57% of the 13F portfolio, value $55,840,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 291,094 shares
    Change vs previous 13F +3,544 shares

    1.44% of the 13F portfolio, value $59,706,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 287,550 shares
    Change vs previous 13F -11,004 shares

    1.55% of the 13F portfolio, value $62,726,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 298,554 shares
    Change vs previous 13F -103,899 shares

    1.55% of the 13F portfolio, value $67,043,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 402,453 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $98,122,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).