DI
CMP icon

Disciplined Investments’s Compass Minerals CMP Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-6
Closed -$204 – 385
2023
Q2 		$204 Buy
6
+1
+20% +$33 ﹤0.01% 1491
2023
Q1 		$171 Sell
5
-2
-29% -$80 ﹤0.01% 1509
2022
Q4 		$287 Buy
7
+1
+17% +$41 ﹤0.01% 1349
2022
Q3 		$0 Buy
+6
New +$229 ﹤0.01% 1281
2022
Q2 		– Sell
-5
Closed – – 1307
2022
Q1 		$0 Buy
+5
New +$284 ﹤0.01% 1373
2020
Q1 		– Sell
-40
Closed -$2K – 428
2019
Q4 		$2K Buy
+40
New +$2.27K ﹤0.01% 380

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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return

Disciplined Investments's CMP Position: Q3 2023 in Review

Disciplined Investments sold out of Compass Minerals (CMP) in Q3 2023, closing a stake of 6 shares — an estimated $204 sold.

Disciplined Investments first reported a position in CMP in Q4 2019 and held it in 6 quarters. The position peaked at $2K in Q4 2019. 246 funds tracked by Wall St. Rank hold CMP as of Q3 2023.

  • Disciplined Investments reported no remaining Compass Minerals position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 6 Compass Minerals shares in Q3 2023, an estimated $204.
  • Disciplined Investments first reported a position in Compass Minerals in Q4 2019 and held it in 6 quarters.
  • Disciplined Investments's Compass Minerals position peaked at $2K in Q4 2019.
  • 246 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.