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Charter Oak Capital Management’s Compass Minerals CMP Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-86
Closed -$3K – 284
2022
Q2 		$3K Hold
86
– – ﹤0.01% 779
2022
Q1 		$5K Hold
86
– – ﹤0.01% 745
2021
Q4 		$4K Hold
86
– – ﹤0.01% 717
2021
Q3 		$6K Hold
86
– – ﹤0.01% 636
2021
Q2 		$5K Buy
+86
New +$5.71K ﹤0.01% 656

Other funds holding CMP

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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Charter Oak Capital Management's CMP Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Compass Minerals (CMP) in Q3 2022, closing a stake of 86 shares — an estimated $3K sold.

Charter Oak Capital Management first reported a position in CMP in Q2 2021 and held it in 5 quarters. The position peaked at $6K in Q3 2021. 274 funds tracked by Wall St. Rank hold CMP as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Compass Minerals position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 86 Compass Minerals shares in Q3 2022, an estimated $3K.
  • Charter Oak Capital Management first reported a position in Compass Minerals in Q2 2021 and held it in 5 quarters.
  • Charter Oak Capital Management's Compass Minerals position peaked at $6K in Q3 2021.
  • 274 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.