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Epoch Investment Partners’s Compass Minerals CMP Stock Holding History

Epoch Investment 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
Q1 		– Sell
-265,525
Closed -$10.9M – 437
2022
Q4 		$10.9M Sell
265,525
-12,188
-4% -$504K 0.06% 264
2022
Q3 		$10.7M Buy
277,713
+22,609
+9% +$862K 0.07% 254
2022
Q2 		$9.03M Buy
255,104
+40,339
+19% +$2M 0.05% 268
2022
Q1 		$13.5M Buy
+214,765
New +$12.2M 0.07% 250
2019
Q2 		– Sell
-212,590
Closed -$11.6M – 291
2019
Q1 		$11.6M Sell
212,590
-143,593
-40% -$7.27M 0.05% 198
2018
Q4 		$14.8M Sell
356,183
-973
-0.3% -$51.2K 0.07% 194
2018
Q3 		$24M Sell
357,156
-190,124
-35% -$12.4M 0.09% 170
2018
Q2 		$36K Sell
547,280
-105,254
-16% -$7.01M 0.11% 137
2018
Q1 		$39.3M Buy
652,534
+19,999
+3% +$1.34M 0.14% 128
2017
Q4 		$45.7M Buy
632,535
+131,552
+26% +$8.85M 0.15% 117
2017
Q3 		$32.5M Buy
500,983
+3,426
+0.7% +$229K 0.11% 143
2017
Q2 		$32.5M Buy
497,557
+124,866
+34% +$8.31M 0.11% 138
2017
Q1 		$25.3M Buy
372,691
+32,396
+10% +$2.47M 0.08% 167
2016
Q4 		$26.7M Buy
340,295
+213,092
+168% +$16.2M 0.1% 144
2016
Q3 		$9.38M Buy
+127,203
New +$9.21M 0.04% 181
2016
Q2 		– Sell
-10,335
Closed -$732K – 283
2016
Q1 		$732K Sell
10,335
-17,440
-63% -$1.25M ﹤0.01% 269
2015
Q4 		$2.09M Buy
+27,775
New +$2.26M 0.01% 219

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
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Epoch Investment Partners's CMP Position: Q1 2023 in Review

Epoch Investment Partners sold out of Compass Minerals (CMP) in Q1 2023, closing a stake of 265,525 shares — an estimated $10.9M sold.

Epoch Investment Partners first reported a position in CMP in Q4 2015 and held it in 17 quarters. The position peaked at $45.7M in Q4 2017. 261 funds tracked by Wall St. Rank hold CMP as of Q1 2023.

  • Epoch Investment Partners reported no remaining Compass Minerals position as of Q1 2023 after selling out during the quarter.
  • Epoch Investment Partners sold 265,525 Compass Minerals shares in Q1 2023, an estimated $10.9M.
  • Epoch Investment Partners first reported a position in Compass Minerals in Q4 2015 and held it in 17 quarters.
  • Epoch Investment Partners's Compass Minerals position peaked at $45.7M in Q4 2017.
  • 261 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2023.

Based on Epoch Investment Partners's 13F filing for Q1 2023, filed 12 May 2023.