MIS
CMP icon

Morningstar Investment Services’s Compass Minerals CMP Stock Holding History

Morningstar Investment Services’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
2025
Q1 		– Sell
-13,980
Closed -$157K – 138
2024
Q4 		$157K Sell
13,980
-184,038
-93% -$2.4M 0.01% 144
2024
Q3 		$2.45M Buy
198,018
+1,578
+0.8% +$16.7K 0.03% 164
2024
Q2 		$2.08M Sell
196,440
-10,310
-5% -$133K 0.02% 163
2024
Q1 		$3.21M Sell
206,750
-1,145,968
-85% -$24M 0.04% 143
2023
Q4 		$35.3M Buy
1,352,718
+637,883
+89% +$16.3M 0.2% 101
2023
Q3 		$19.7M Buy
714,835
+115,648
+19% +$3.72M 0.25% 96
2023
Q2 		$20.4M Buy
599,187
+10,070
+2% +$334K 0.26% 97
2023
Q1 		$19.4M Buy
589,117
+62,171
+12% +$2.49M 0.26% 94
2022
Q4 		$22.5M Sell
526,946
-4,605
-0.9% -$190K 0.31% 90
2022
Q3 		$21.8M Sell
531,551
-42,151
-7% -$1.61M 0.31% 88
2022
Q2 		$20.5M Buy
573,702
+110,224
+24% +$5.45M 0.28% 89
2022
Q1 		$29.3M Buy
463,478
+26,414
+6% +$1.5M 0.33% 78
2021
Q4 		$22.3M Buy
437,064
+5,832
+1% +$356K 0.25% 94
2021
Q3 		$27.6M Buy
431,232
+2,858
+0.7% +$188K 0.33% 82
2021
Q2 		$25.2M Buy
428,374
+3,760
+0.9% +$250K 0.3% 84
2021
Q1 		$26.7M Buy
424,614
+20,961
+5% +$1.34M 0.35% 82
2020
Q4 		$24.9M Sell
403,653
-24,634
-6% -$1.53M 0.35% 80
2020
Q3 		$25.2M Sell
428,287
-23,775
-5% -$1.31M 0.39% 69
2020
Q2 		$21.8M Sell
452,062
-16,273
-3% -$755K 0.36% 78
2020
Q1 		$17.1M Sell
468,335
-51,148
-10% -$2.79M 0.31% 85
2019
Q4 		$31.7M Sell
519,483
-224
-0% -$12.7K 0.5% 64
2019
Q3 		$29.3M Sell
519,707
-7,907
-1% -$424K 0.5% 67
2019
Q2 		$29M Buy
527,614
+4,514
+0.9% +$249K 0.48% 68
2019
Q1 		$28.4M Sell
523,100
-2,004
-0.4% -$101K 0.49% 69
2018
Q4 		$21.9M Sell
525,104
-31,218
-6% -$1.64M 0.43% 73
2018
Q3 		$37.4M Sell
556,322
-386,450
-41% -$25.2M 0.67% 50
2018
Q2 		$62M Sell
942,772
-58,632
-6% -$3.9M 1.16% 25
2018
Q1 		$60.4M Sell
1,001,404
-44,448
-4% -$2.99M 1.17% 23
2017
Q4 		$75.6M Sell
1,045,852
-12,686
-1% -$854K 1.52% 13
2017
Q3 		$68.7M Sell
1,058,538
-7,446
-0.7% -$498K 1.5% 13
2017
Q2 		$69.6M Buy
1,065,984
+235,138
+28% +$15.7M 1.61% 14
2017
Q1 		$56.4M Buy
830,846
+39,421
+5% +$3M 1.42% 19
2016
Q4 		$62M Buy
791,425
+32,100
+4% +$2.44M 2.03% 10
2016
Q3 		$56M Buy
759,325
+65,596
+9% +$4.75M 1.62% 15
2016
Q2 		$51.7M Buy
693,729
+78,124
+13% +$5.92M 1.63% 15
2016
Q1 		$43.6M Buy
615,605
+197,629
+47% +$14.1M 1.5% 14
2015
Q4 		$31.5M Buy
417,976
+119,192
+40% +$9.72M 1.25% 24
2015
Q3 		$23.4M Buy
298,784
+195,998
+191% +$16.1M 1% 29
2015
Q2 		$8.44M Buy
102,786
+13,890
+16% +$1.22M 0.36% 82
2015
Q1 		$8.29M Buy
88,896
+10,197
+13% +$931K 0.36% 82
2014
Q4 		$6.83M Buy
78,699
+10,064
+15% +$863K 0.32% 83
2014
Q3 		$5.79M Buy
68,635
+6,245
+10% +$560K 0.3% 83
2014
Q2 		$5.97M Buy
62,390
+2,442
+4% +$220K 0.35% 79
2014
Q1 		$4.95M Sell
59,948
-66,472
-53% -$5.49M 0.34% 73
2013
Q4 		$10.1M Buy
126,420
+34,454
+37% +$2.58M 0.76% 38
2013
Q3 		$7.1M Buy
91,966
+5,118
+6% +$406K 0.62% 48
2013
Q2 		$7.34M Buy
+86,848
New +$7.33M 0.76% 40

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LN
Lightrock Netherlands Utrecht, Netherlands $468M AUM 43.06% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Morningstar Investment Services's CMP Position: Q1 2025 in Review

Morningstar Investment Services sold out of Compass Minerals (CMP) in Q1 2025, closing a stake of 13,980 shares — an estimated $157K sold.

Morningstar Investment Services first reported a position in CMP in Q2 2013 and held it in 47 quarters. The position peaked at $75.6M in Q4 2017. 207 funds tracked by Wall St. Rank hold CMP as of Q1 2025.

  • Morningstar Investment Services reported no remaining Compass Minerals position as of Q1 2025 after selling out during the quarter.
  • Morningstar Investment Services sold 13,980 Compass Minerals shares in Q1 2025, an estimated $157K.
  • Morningstar Investment Services first reported a position in Compass Minerals in Q2 2013 and held it in 47 quarters.
  • Morningstar Investment Services's Compass Minerals position peaked at $75.6M in Q4 2017.
  • 207 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.