RDIA
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RE Dickinson Investment Advisors’s Compass Minerals CMP Stock Holding History

RE Dickinson Investment Advisors’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
2024
Q4 		$12K Hold
104
– – ﹤0.01% 229
2024
Q3 		$1.25K Hold
104
– – ﹤0.01% 214
2024
Q2 		$1.08K Hold
104
– – ﹤0.01% 209
2024
Q1 		$2K Buy
104
+1
+1% +$21 ﹤0.01% 198
2023
Q4 		$3K Hold
103
– – ﹤0.01% 198
2023
Q3 		$3K Buy
103
+1
+1% +$32 ﹤0.01% 218
2023
Q2 		$3K Hold
102
– – ﹤0.01% 312
2023
Q1 		$3K Buy
102
+1
+1% +$40 ﹤0.01% 338
2022
Q4 		$4K Hold
101
– – ﹤0.01% 300
2022
Q3 		$4K Hold
101
– – ﹤0.01% 189
2022
Q2 		$4 Buy
101
+1
+1% +$49 ﹤0.01% 210
2022
Q1 		$6K Hold
100
– – ﹤0.01% 201
2021
Q4 		$5K Buy
+100
New +$6.1K ﹤0.01% 209

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 $5.7T 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return