Summit Securities Group’s Compass Minerals CMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,059
Closed -$94K 623
2024
Q2
$94K Buy
+9,059
New +$117K 0.02% 223
2023
Q4
Sell
-2,000
Closed -$56K 693
2023
Q3
$56K Buy
+2,000
New +$64.3K 0.01% 259
2014
Q2
Sell
-2,500
Closed -$206K 587
2014
Q1
$206K Buy
+2,500
New +$207K 0.12% 95

Other funds holding CMP

Summit Securities Group's CMP Position: Q3 2024 in Review

Summit Securities Group sold out of Compass Minerals (CMP) in Q3 2024, closing a stake of 9,059 shares — an estimated $94K sold.

Summit Securities Group first reported a position in CMP in Q1 2014 and held it in 3 quarters. The position peaked at $206K in Q1 2014. 219 funds tracked by Wall St. Rank hold CMP as of Q3 2024.

  • Summit Securities Group reported no remaining Compass Minerals position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 9,059 Compass Minerals shares in Q3 2024, an estimated $94K.
  • Summit Securities Group first reported a position in Compass Minerals in Q1 2014 and held it in 3 quarters.
  • Summit Securities Group's Compass Minerals position peaked at $206K in Q1 2014.
  • 219 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.