Steward Financial Group’s Compass Minerals CMP Stock Holding History

Steward Financial Group’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
2023 Q3	$0	Buy	+14	New	+$450	﹤0.01%	1358
2023 Q2	–	Sell	-13	Closed	–	–	564
2023 Q1	$0	Buy	13 +2	+18%	+$80	﹤0.01%	751
2022 Q4	$0	Buy	+11	New	+$455	﹤0.01%	588
2022 Q3	–	Sell	-13	Closed	–	–	325
2022 Q2	$0	Buy	+13	New	+$643	﹤0.01%	1029

Other funds holding CMP

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ACM

Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return

Steward Financial Group's CMP Position: Q3 2023 in Review

Steward Financial Group opened a new position in Compass Minerals (CMP) in Q3 2023: 14 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1358 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CMP as recently as Q1 2023.

Steward Financial Group first reported a position in CMP in Q2 2022 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold CMP as of Q3 2023.

Steward Financial Group held 14 shares of Compass Minerals worth $0 as of Q3 2023.
Compass Minerals was a new Steward Financial Group position in Q3 2023.
Compass Minerals made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1358 holding.
Steward Financial Group first reported a position in Compass Minerals in Q2 2022 and has held it in 4 quarters since.
246 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.