Human Investing’s Compass Diversified CODI Stock Holding History

Human Investing’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
2020 Q2	–	Sell	-1,520	Closed	-$20K	–	320
2020 Q1	$20K	Hold	1,520	–	–	0.01%	195
2019 Q4	$38K	Hold	1,520	–	–	0.01%	213
2019 Q3	$30K	Hold	1,520	–	–	0.01%	227
2019 Q2	$29K	Hold	1,520	–	–	0.01%	230
2019 Q1	$24K	Sell	1,520 -1,520	-50%	-$23.3K	0.01%	219
2018 Q4	$38K	Buy	+3,040	New	+$46.8K	0.02%	211

Other funds holding CODI

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Human Investing's CODI Position: Q2 2020 in Review

Human Investing sold out of Compass Diversified (CODI) in Q2 2020, closing a stake of 1,520 shares — an estimated $20K sold.

Human Investing first reported a position in CODI in Q4 2018 and held it in 6 quarters. The position peaked at $38K in Q4 2019. 140 funds tracked by Wall St. Rank hold CODI as of Q2 2020.

Human Investing reported no remaining Compass Diversified position as of Q2 2020 after selling out during the quarter.
Human Investing sold 1,520 Compass Diversified shares in Q2 2020, an estimated $20K.
Human Investing first reported a position in Compass Diversified in Q4 2018 and held it in 6 quarters.
Human Investing's Compass Diversified position peaked at $38K in Q4 2019.
140 funds tracked by Wall St. Rank held Compass Diversified as of Q2 2020.

Based on Human Investing's 13F filing for Q2 2020, filed 22 Jul 2020.