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Insight Folios’s Compass Minerals CMP Stock Holding History

Insight Folios’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
Q2 		– Sell
-9,025
Closed -$309K – 117
2023
Q1 		$309K Sell
9,025
-2
-0% -$80 0.14% 80
2022
Q4 		$370K Sell
9,027
-216
-2% -$8.93K 0.17% 61
2022
Q3 		$356K Buy
9,243
+580
+7% +$22.1K 0.18% 51
2022
Q2 		$307K Buy
8,663
+310
+4% +$15.3K 0.15% 84
2022
Q1 		$524K Buy
+8,353
New +$474K 0.23% 50

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Insight Folios's CMP Position: Q2 2023 in Review

Insight Folios sold out of Compass Minerals (CMP) in Q2 2023, closing a stake of 9,025 shares — an estimated $309K sold.

Insight Folios first reported a position in CMP in Q1 2022 and held it in 5 quarters. The position peaked at $524K in Q1 2022. 250 funds tracked by Wall St. Rank hold CMP as of Q2 2023.

  • Insight Folios reported no remaining Compass Minerals position as of Q2 2023 after selling out during the quarter.
  • Insight Folios sold 9,025 Compass Minerals shares in Q2 2023, an estimated $309K.
  • Insight Folios first reported a position in Compass Minerals in Q1 2022 and held it in 5 quarters.
  • Insight Folios's Compass Minerals position peaked at $524K in Q1 2022.
  • 250 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2023.

Based on Insight Folios's 13F filing for Q2 2023, filed 21 Jul 2023.