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CMP icon

BOK Financial’s Compass Minerals CMP Stock Holding History

BOK Financial’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
-30
Closed -$739 – 1266
2023
Q3 		$739 Buy
+30
New +$965 ﹤0.01% 1096
2022
Q2 		– Sell
-3,514
Closed -$221K – 919
2022
Q1 		$221K Buy
+3,514
New +$200K ﹤0.01% 901
2018
Q4 		– Sell
-41,430
Closed -$2.78M – 886
2018
Q3 		$2.78M Sell
41,430
-815
-2% -$53.1K 0.07% 307
2018
Q2 		$2.78M Sell
42,245
-13,600
-24% -$905K 0.07% 305
2018
Q1 		$3.37M Buy
55,845
+6,486
+13% +$436K 0.1% 253
2017
Q4 		$3.57M Buy
49,359
+30,335
+159% +$2.04M 0.1% 240
2017
Q3 		$1.23M Buy
+19,024
New +$1.27M 0.04% 439
2016
Q3 		– Sell
-6,529
Closed -$484K – 886
2016
Q2 		$484K Sell
6,529
-166
-2% -$12.6K 0.02% 601
2016
Q1 		$474K Sell
6,695
-58,935
-90% -$4.22M 0.02% 587
2015
Q4 		$4.94M Sell
65,630
-1,846
-3% -$151K 0.18% 140
2015
Q3 		$5.29M Buy
67,476
+613
+0.9% +$50.3K 0.2% 116
2015
Q2 		$5.49M Buy
66,863
+10,082
+18% +$888K 0.19% 119
2015
Q1 		$5.29M Buy
56,781
+8,128
+17% +$742K 0.18% 130
2014
Q4 		$4.22M Sell
48,653
-15,913
-25% -$1.36M 0.15% 159
2014
Q3 		$5.44M Buy
64,566
+58,512
+967% +$5.25M 0.18% 126
2014
Q2 		$579K Sell
6,054
-92
-1% -$8.3K 0.02% 577
2014
Q1 		$507K Sell
6,146
-448
-7% -$37K 0.02% 618
2013
Q4 		$528K Sell
6,594
-484
-7% -$36.3K 0.02% 598
2013
Q3 		$540K Buy
7,078
+994
+16% +$78.8K 0.02% 554
2013
Q2 		$514K Buy
+6,084
New +$513K 0.02% 525

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

BOK Financial's CMP Position: Q4 2023 in Review

BOK Financial sold out of Compass Minerals (CMP) in Q4 2023, closing a stake of 30 shares — an estimated $739 sold.

BOK Financial first reported a position in CMP in Q2 2013 and held it in 20 quarters. The position peaked at $5.49M in Q2 2015. 235 funds tracked by Wall St. Rank hold CMP as of Q4 2023.

  • BOK Financial reported no remaining Compass Minerals position as of Q4 2023 after selling out during the quarter.
  • BOK Financial sold 30 Compass Minerals shares in Q4 2023, an estimated $739.
  • BOK Financial first reported a position in Compass Minerals in Q2 2013 and held it in 20 quarters.
  • BOK Financial's Compass Minerals position peaked at $5.49M in Q2 2015.
  • 235 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2023.

Based on BOK Financial's 13F filing for Q4 2023, filed 14 Feb 2024.