Bard Financial Services’s Compass Minerals CMP Stock Holding History

Bard Financial Services’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
2025 Q2	–	Sell	-89,700	Closed	-$833K	–	206
2025 Q1	$833K	Sell	89,700 -99,915	-53%	-$1.14M	0.1%	125
2024 Q4	$2.13M	Buy	189,615 +2,250	+1%	+$29.4K	0.26%	84
2024 Q3	$2.25M	Buy	187,365 +24,615	+15%	+$261K	0.27%	79
2024 Q2	$1.68M	Sell	162,750 -29,740	-15%	-$384K	0.17%	96
2024 Q1	$3.03M	Buy	192,490 +31,290	+19%	+$657K	0.32%	73
2023 Q4	$4.08M	Buy	161,200 +7,925	+5%	+$202K	0.46%	55
2023 Q3	$4.28M	Buy	153,275 +16,360	+12%	+$526K	0.53%	51
2023 Q2	$4.66M	Buy	136,915 +19,120	+16%	+$634K	0.35%	70
2023 Q1	$4.04M	Buy	117,795 +7,395	+7%	+$296K	0.32%	77
2022 Q4	$4.53M	Buy	110,400 +6,730	+6%	+$278K	0.38%	66
2022 Q3	$3.99M	Buy	103,670 +7,925	+8%	+$302K	0.37%	65
2022 Q2	$3.39M	Buy	95,745 +6,300	+7%	+$312K	0.31%	80
2022 Q1	$5.62M	Buy	89,445 +9,375	+12%	+$532K	0.46%	55
2021 Q4	$4.09M	Buy	80,070 +1,350	+2%	+$82.3K	0.33%	74
2021 Q3	$5.07M	Buy	78,720 +5,950	+8%	+$391K	0.45%	63
2021 Q2	$4.31M	Sell	72,770 -50	-0.1%	-$3.32K	0.38%	70
2021 Q1	$4.57M	Buy	72,820 +2,000	+3%	+$128K	0.44%	59
2020 Q4	$4.37M	Buy	+70,820	New	+$4.39M	0.44%	58

Other funds holding CMP

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return