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	$1.2K	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	$4K	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

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RE Dickinson Investment Advisors's CMP Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Compass Minerals (CMP) position steady in Q4 2024 at 104 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

RE Dickinson Investment Advisors first reported a position in CMP in Q4 2021 and has held it in 13 quarters since. The position peaked at $6K in Q1 2022. 218 funds tracked by Wall St. Rank hold CMP as of Q4 2024.

RE Dickinson Investment Advisors held 104 shares of Compass Minerals worth $1.2K as of Q4 2024.
RE Dickinson Investment Advisors left its Compass Minerals share count unchanged in Q4 2024.
Compass Minerals made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #229 holding.
RE Dickinson Investment Advisors first reported a position in Compass Minerals in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Compass Minerals position peaked at $6K in Q1 2022.
218 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.