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Mariner Independent Advisor Network’s Compass Diversified CODI Stock Holding History

Mariner Independent Advisor Network’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
Q4 		– Sell
-20,000
Closed -$381K – 409
2020
Q3 		$381K Hold
20,000
– – 0.03% 281
2020
Q2 		$335K Buy
+20,000
New +$341K 0.03% 290

Other funds holding CODI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Schroder Investment Management Group
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Independent Advisor Network's CODI Position: Q4 2020 in Review

Mariner Independent Advisor Network sold out of Compass Diversified (CODI) in Q4 2020, closing a stake of 20,000 shares — an estimated $381K sold.

Mariner Independent Advisor Network first reported a position in CODI in Q2 2020 and held it in 2 quarters. The position peaked at $381K in Q3 2020. 147 funds tracked by Wall St. Rank hold CODI as of Q4 2020.

  • Mariner Independent Advisor Network reported no remaining Compass Diversified position as of Q4 2020 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 20,000 Compass Diversified shares in Q4 2020, an estimated $381K.
  • Mariner Independent Advisor Network first reported a position in Compass Diversified in Q2 2020 and held it in 2 quarters.
  • Mariner Independent Advisor Network's Compass Diversified position peaked at $381K in Q3 2020.
  • 147 funds tracked by Wall St. Rank held Compass Diversified as of Q4 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2020, filed 12 Feb 2021.