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Enterprise Bank & Trust’s Compass Minerals CMP Stock Holding History

Enterprise Bank & Trust’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
-6,000
Closed -$204K – 108
2023
Q2 		$204K Hold
6,000
– – 0.08% 111
2023
Q1 		$206K Hold
6,000
– – 0.09% 99
2022
Q4 		$246K Buy
+6,000
New +$248K 0.12% 91

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

Enterprise Bank & Trust's CMP Position: Q3 2023 in Review

Enterprise Bank & Trust sold out of Compass Minerals (CMP) in Q3 2023, closing a stake of 6,000 shares — an estimated $204K sold.

Enterprise Bank & Trust first reported a position in CMP in Q4 2022 and held it in 3 quarters. The position peaked at $246K in Q4 2022. 246 funds tracked by Wall St. Rank hold CMP as of Q3 2023.

  • Enterprise Bank & Trust reported no remaining Compass Minerals position as of Q3 2023 after selling out during the quarter.
  • Enterprise Bank & Trust sold 6,000 Compass Minerals shares in Q3 2023, an estimated $204K.
  • Enterprise Bank & Trust first reported a position in Compass Minerals in Q4 2022 and held it in 3 quarters.
  • Enterprise Bank & Trust's Compass Minerals position peaked at $246K in Q4 2022.
  • 246 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2023.

Based on Enterprise Bank & Trust's 13F filing for Q3 2023, filed 16 Oct 2023.