McMorgan & Co’s Compass Minerals CMP Stock Holding History

McMorgan & Co’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	-3,900	Closed	-$245K	–	53
2022 Q1	$245K	Buy	+3,900	New	+$221K	0.05%	53

Other funds holding CMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MIS

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

McMorgan & Co's CMP Position: Q2 2022 in Review

McMorgan & Co sold out of Compass Minerals (CMP) in Q2 2022, closing a stake of 3,900 shares — an estimated $245K sold.

McMorgan & Co first reported a position in CMP in Q1 2022 and held it in 1 quarter. The position peaked at $245K in Q1 2022. 273 funds tracked by Wall St. Rank hold CMP as of Q2 2022.

McMorgan & Co reported no remaining Compass Minerals position as of Q2 2022 after selling out during the quarter.
McMorgan & Co sold 3,900 Compass Minerals shares in Q2 2022, an estimated $245K.
McMorgan & Co first reported a position in Compass Minerals in Q1 2022 and held it in 1 quarter.
McMorgan & Co's Compass Minerals position peaked at $245K in Q1 2022.
273 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2022.

Based on McMorgan & Co's 13F filing for Q2 2022, filed 15 Aug 2022.