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1620 Investment Advisors’s Compass Diversified CODI Stock Holding History

1620 Investment Advisors’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,925
Closed -$39.2K – 660
2025
Q3 		$39.2K Sell
5,925
-7,792
-57% -$53.7K 0.03% 323
2025
Q2 		$86.1K Sell
13,717
-573
-4% -$6.38K 0.06% 247
2025
Q1 		$267K Sell
14,290
-85
-0.6% -$1.76K 0.2% 130
2024
Q4 		$332K Buy
14,375
+235
+2% +$5.28K 0.25% 122
2024
Q3 		$313K Buy
14,140
+23
+0.2% +$501 0.23% 129
2024
Q2 		$309K Buy
14,117
+39
+0.3% +$877 0.24% 118
2024
Q1 		$339K Buy
14,078
+117
+0.8% +$2.67K 0.34% 100
2023
Q4 		$313K Sell
13,961
-2,436
-15% -$47.7K 0.34% 98
2023
Q3 		$308K Sell
16,397
-49
-0.3% -$1.03K 0.35% 101
2023
Q2 		$357K Buy
16,446
+2
+0% +$40 0.39% 86
2023
Q1 		$314K Buy
16,444
+485
+3% +$9.93K 0.38% 90
2022
Q4 		$291K Buy
15,959
+316
+2% +$5.93K 0.35% 99
2022
Q3 		$283K Buy
15,643
+1,071
+7% +$23.6K 0.42% 87
2022
Q2 		$312K Buy
14,572
+2,576
+21% +$58.6K 0.43% 85
2022
Q1 		$367K Hold
11,996
– – 0.4% 89
2021
Q4 		$367K Buy
+11,996
New +$364K 0.41% 85

Other funds holding CODI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

1620 Investment Advisors's CODI Position: Q4 2025 in Review

1620 Investment Advisors sold out of Compass Diversified (CODI) in Q4 2025, closing a stake of 5,925 shares — an estimated $39.2K sold.

1620 Investment Advisors first reported a position in CODI in Q4 2021 and held it in 16 quarters. The position peaked at $367K in Q1 2022. 172 funds tracked by Wall St. Rank hold CODI as of Q4 2025.

  • 1620 Investment Advisors reported no remaining Compass Diversified position as of Q4 2025 after selling out during the quarter.
  • 1620 Investment Advisors sold 5,925 Compass Diversified shares in Q4 2025, an estimated $39.2K.
  • 1620 Investment Advisors first reported a position in Compass Diversified in Q4 2021 and held it in 16 quarters.
  • 1620 Investment Advisors's Compass Diversified position peaked at $367K in Q1 2022.
  • 172 funds tracked by Wall St. Rank held Compass Diversified as of Q4 2025.

Based on 1620 Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.