GIM
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Goelzer Investment Management’s Compass Minerals CMP Stock Holding History

Goelzer Investment 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
2021
Q2 		– Sell
-84,989
Closed -$5.33M – 217
2021
Q1 		$5.33M Sell
84,989
-2,899
-3% -$186K 0.47% 68
2020
Q4 		$5.42M Sell
87,888
-1,386
-2% -$85.9K 0.5% 65
2020
Q3 		$5.3M Sell
89,274
-603
-0.7% -$33.2K 0.49% 60
2020
Q2 		$4.38M Sell
89,877
-2,311
-3% -$107K 0.42% 72
2020
Q1 		$3.55M Sell
92,188
-1,878
-2% -$102K 0.4% 74
2019
Q4 		$5.73M Sell
94,066
-2,809
-3% -$159K 0.49% 62
2019
Q3 		$5.47M Buy
96,875
+3,980
+4% +$213K 0.5% 62
2019
Q2 		$5.11M Sell
92,895
-9,023
-9% -$499K 0.47% 71
2019
Q1 		$5.54M Buy
101,918
+48,924
+92% +$2.48M 0.52% 59
2018
Q4 		$2.21M Sell
52,994
-79,648
-60% -$4.19M 0.28% 117
2018
Q3 		$8.91M Sell
132,642
-1,190
-0.9% -$77.6K 0.99% 23
2018
Q2 		$8.8M Buy
133,832
+1,248
+0.9% +$83.1K 1.02% 18
2018
Q1 		$8M Sell
132,584
-7,026
-5% -$472K 0.96% 24
2017
Q4 		$10.1M Sell
139,610
-7
-0% -$471 1.13% 15
2017
Q3 		$9.06M Buy
139,617
+70,775
+103% +$4.73M 1.07% 21
2017
Q2 		$4.5M Buy
+68,842
New +$4.58M 0.55% 75

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Goelzer Investment Management's CMP Position: Q2 2021 in Review

Goelzer Investment Management sold out of Compass Minerals (CMP) in Q2 2021, closing a stake of 84,989 shares — an estimated $5.33M sold.

Goelzer Investment Management first reported a position in CMP in Q2 2017 and held it in 16 quarters. The position peaked at $10.1M in Q4 2017. 289 funds tracked by Wall St. Rank hold CMP as of Q2 2021.

  • Goelzer Investment Management reported no remaining Compass Minerals position as of Q2 2021 after selling out during the quarter.
  • Goelzer Investment Management sold 84,989 Compass Minerals shares in Q2 2021, an estimated $5.33M.
  • Goelzer Investment Management first reported a position in Compass Minerals in Q2 2017 and held it in 16 quarters.
  • Goelzer Investment Management's Compass Minerals position peaked at $10.1M in Q4 2017.
  • 289 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2021.

Based on Goelzer Investment Management's 13F filing for Q2 2021, filed 12 Aug 2021.