LVZ Inc’s Compass Minerals CMP Stock Holding History

LVZ Inc’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 Q3	–	Sell	-9,778	Closed	-$332K	–	129
2023 Q2	$332K	Buy	9,778 +2,715	+38%	+$90.1K	0.05%	105
2023 Q1	$242K	Buy	+7,063	New	+$282K	0.04%	122

Other funds holding CMP

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ACM

Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return

LVZ Inc's CMP Position: Q3 2023 in Review

LVZ Inc sold out of Compass Minerals (CMP) in Q3 2023, closing a stake of 9,778 shares — an estimated $332K sold.

LVZ Inc first reported a position in CMP in Q1 2023 and held it in 2 quarters. The position peaked at $332K in Q2 2023. 246 funds tracked by Wall St. Rank hold CMP as of Q3 2023.

LVZ Inc reported no remaining Compass Minerals position as of Q3 2023 after selling out during the quarter.
LVZ Inc sold 9,778 Compass Minerals shares in Q3 2023, an estimated $332K.
LVZ Inc first reported a position in Compass Minerals in Q1 2023 and held it in 2 quarters.
LVZ Inc's Compass Minerals position peaked at $332K in Q2 2023.
246 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2023.

Based on LVZ Inc's 13F filing for Q3 2023, filed 8 Nov 2023.