ET
CMP icon

Equitable Trust’s Compass Minerals CMP Stock Holding History

Equitable 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
Q4 		– Sell
-7,270
Closed -$203K – 398
2023
Q3 		$203K Buy
7,270
+594
+9% +$19.1K 0.02% 388
2023
Q2 		$227K Hold
6,676
– – 0.02% 379
2023
Q1 		$229K Buy
+6,676
New +$267K 0.02% 373

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Trust's CMP Position: Q4 2023 in Review

Equitable Trust sold out of Compass Minerals (CMP) in Q4 2023, closing a stake of 7,270 shares — an estimated $203K sold.

Equitable Trust first reported a position in CMP in Q1 2023 and held it in 3 quarters. The position peaked at $229K in Q1 2023. 235 funds tracked by Wall St. Rank hold CMP as of Q4 2023.

  • Equitable Trust reported no remaining Compass Minerals position as of Q4 2023 after selling out during the quarter.
  • Equitable Trust sold 7,270 Compass Minerals shares in Q4 2023, an estimated $203K.
  • Equitable Trust first reported a position in Compass Minerals in Q1 2023 and held it in 3 quarters.
  • Equitable Trust's Compass Minerals position peaked at $229K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2023.

Based on Equitable Trust's 13F filing for Q4 2023, filed 25 Jan 2024.