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Hibernia Wealth Partners’s Compass Diversified CODI Stock Holding History

Hibernia Wealth Partners’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,860
Closed -$80.8K – 63
2025
Q2 		$80.8K Buy
+12,860
New +$143K 0.03% 102
2024
Q4 		– Sell
-12,860
Closed -$285K – 71
2024
Q3 		$285K Hold
12,860
– – 0.09% 94
2024
Q2 		$282K Buy
+12,860
New +$289K 0.1% 64
2023
Q4 		– Sell
-6,430
Closed -$121K – 120
2023
Q3 		$121K Buy
+6,430
New +$135K 0.09% 70

Other funds holding CODI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Hibernia Wealth Partners's CODI Position: Q3 2025 in Review

Hibernia Wealth Partners sold out of Compass Diversified (CODI) in Q3 2025, closing a stake of 12,860 shares — an estimated $80.8K sold.

Hibernia Wealth Partners first reported a position in CODI in Q3 2023 and held it in 4 quarters. The position peaked at $285K in Q3 2024. 213 funds tracked by Wall St. Rank hold CODI as of Q3 2025.

  • Hibernia Wealth Partners reported no remaining Compass Diversified position as of Q3 2025 after selling out during the quarter.
  • Hibernia Wealth Partners sold 12,860 Compass Diversified shares in Q3 2025, an estimated $80.8K.
  • Hibernia Wealth Partners first reported a position in Compass Diversified in Q3 2023 and held it in 4 quarters.
  • Hibernia Wealth Partners's Compass Diversified position peaked at $285K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Compass Diversified as of Q3 2025.

Based on Hibernia Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.