McCarthy Asset Management’s Compass Minerals CMP Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-25	Closed	-$2K	–	88
2022 Q1	$2K	Hold	25	–	–	﹤0.01%	277
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	310
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	271
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	381
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	287
2020 Q4	$2K	Buy	+25	New	+$1.55K	﹤0.01%	264

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

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

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

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

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

McCarthy Asset Management's CMP Position: Q2 2022 in Review

McCarthy Asset Management sold out of Compass Minerals (CMP) in Q2 2022, closing a stake of 25 shares — an estimated $2K sold.

McCarthy Asset Management first reported a position in CMP in Q4 2020 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 274 funds tracked by Wall St. Rank hold CMP as of Q2 2022.

McCarthy Asset Management reported no remaining Compass Minerals position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 25 Compass Minerals shares in Q2 2022, an estimated $2K.
McCarthy Asset Management first reported a position in Compass Minerals in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Compass Minerals position peaked at $2K in Q1 2022.
274 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.