Cerity Partners’s Compass Minerals CMP Stock Holding History

Cerity Partners’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 Q2	–	Sell	-212	Closed	-$827K	–	1697
2023 Q1	$827K	Buy	+212	New	+$8.48K	﹤0.01%	1068
2018 Q2	–	Sell	-4,036	Closed	-$243K	–	543
2018 Q1	$243K	Buy	4,036 +313	+8%	+$21K	0.02%	471
2017 Q4	$269K	Buy	3,723 +241	+7%	+$16.2K	0.02%	469
2017 Q3	$226K	Buy	+3,482	New	+$233K	0.02%	506

Other funds holding CMP

Koch Industries Wichita, Kansas $853M AUM 37.49% 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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

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

Cerity Partners's CMP Position: Q2 2023 in Review

Cerity Partners sold out of Compass Minerals (CMP) in Q2 2023, closing a stake of 212 shares — an estimated $827K sold.

Cerity Partners first reported a position in CMP in Q3 2017 and held it in 4 quarters. The position peaked at $827K in Q1 2023. 250 funds tracked by Wall St. Rank hold CMP as of Q2 2023.

Cerity Partners reported no remaining Compass Minerals position as of Q2 2023 after selling out during the quarter.
Cerity Partners sold 212 Compass Minerals shares in Q2 2023, an estimated $827K.
Cerity Partners first reported a position in Compass Minerals in Q3 2017 and held it in 4 quarters.
Cerity Partners's Compass Minerals position peaked at $827K in Q1 2023.
250 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.