BAAM
CMP icon

Baker Avenue Asset Management’s Compass Minerals CMP Stock Holding History

Baker Avenue Asset Management’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8
Closed -$224 – 582
2023
Q3 		$224 Sell
8
-26
-76% -$836 ﹤0.01% 1586
2023
Q2 		$1.16K Buy
+34
New +$1.13K ﹤0.01% 1133
2023
Q1 		– Sell
-9
Closed -$369 – 1636
2022
Q4 		$369 Buy
+9
New +$372 ﹤0.01% 1465

Other funds holding CMP

KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baker Avenue Asset Management's CMP Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Compass Minerals (CMP) in Q4 2023, closing a stake of 8 shares — an estimated $224 sold.

Baker Avenue Asset Management first reported a position in CMP in Q4 2022 and held it in 3 quarters. The position peaked at $1.16K in Q2 2023. 235 funds tracked by Wall St. Rank hold CMP as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Compass Minerals position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 8 Compass Minerals shares in Q4 2023, an estimated $224.
  • Baker Avenue Asset Management first reported a position in Compass Minerals in Q4 2022 and held it in 3 quarters.
  • Baker Avenue Asset Management's Compass Minerals position peaked at $1.16K in Q2 2023.
  • 235 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.