Lenox Wealth Management’s Compass Minerals CMP Stock Holding History

Lenox Wealth 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
2020 Q2	$5K	Hold	110	–	–	﹤0.01%	525
2020 Q1	$4K	Hold	110	–	–	﹤0.01%	514
2019 Q4	$7K	Hold	110	–	–	﹤0.01%	489
2019 Q3	$6K	Hold	110	–	–	﹤0.01%	506
2019 Q2	$6K	Hold	110	–	–	﹤0.01%	489
2019 Q1	$6K	Hold	110	–	–	﹤0.01%	492
2018 Q4	$5K	Hold	110	–	–	﹤0.01%	462
2018 Q3	$7K	Hold	110	–	–	﹤0.01%	451
2018 Q2	$7K	Sell	110 -150	-58%	-$9.99K	﹤0.01%	401
2018 Q1	$15K	Hold	260	–	–	﹤0.01%	328
2017 Q4	$19K	Sell	260 -190	-42%	-$12.8K	0.01%	317
2017 Q3	$29K	Buy	+450	New	+$30.1K	0.01%	279

Other funds holding CMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Management's CMP Position: Q2 2020 in Review

Lenox Wealth Management held its Compass Minerals (CMP) position steady in Q2 2020 at 110 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Lenox Wealth Management first reported a position in CMP in Q3 2017 and has held it in 12 quarters since. The position peaked at $29K in Q3 2017. 279 funds tracked by Wall St. Rank hold CMP as of Q2 2020.

Lenox Wealth Management held 110 shares of Compass Minerals worth $5K as of Q2 2020.
Lenox Wealth Management left its Compass Minerals share count unchanged in Q2 2020.
Compass Minerals made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #525 holding.
Lenox Wealth Management first reported a position in Compass Minerals in Q3 2017 and has held it in 12 quarters since.
Lenox Wealth Management's Compass Minerals position peaked at $29K in Q3 2017.
279 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.