SRH Advisors’s Compass Minerals CMP Stock Holding History

SRH 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
2022 Q2	–	Sell	-1,000	Closed	-$63K	–	301
2022 Q1	$63K	Hold	1,000	–	–	0.07%	117
2021 Q4	$51K	Hold	1,000	–	–	0.06%	129
2021 Q3	$64K	Hold	1,000	–	–	0.08%	113
2021 Q2	$59K	Hold	1,000	–	–	0.07%	113
2021 Q1	$63K	Hold	1,000	–	–	0.09%	101
2020 Q4	$62K	Hold	1,000	–	–	0.1%	92
2020 Q3	$59K	Hold	1,000	–	–	0.11%	93
2020 Q2	$49K	Buy	+1,000	New	+$46.4K	0.12%	82

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

SRH Advisors's CMP Position: Q2 2022 in Review

SRH Advisors sold out of Compass Minerals (CMP) in Q2 2022, closing a stake of 1,000 shares — an estimated $63K sold.

SRH Advisors first reported a position in CMP in Q2 2020 and held it in 8 quarters. The position peaked at $64K in Q3 2021. 274 funds tracked by Wall St. Rank hold CMP as of Q2 2022.

SRH Advisors reported no remaining Compass Minerals position as of Q2 2022 after selling out during the quarter.
SRH Advisors sold 1,000 Compass Minerals shares in Q2 2022, an estimated $63K.
SRH Advisors first reported a position in Compass Minerals in Q2 2020 and held it in 8 quarters.
SRH Advisors's Compass Minerals position peaked at $64K in Q3 2021.
274 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2022.

Based on SRH Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.