UMB Bank’s Compass Minerals CMP Stock Holding History

UMB Bank’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 Q3	–	Sell	-81	Closed	-$837	–	2153
2024 Q2	$837	Buy	+81	New	+$1.04K	﹤0.01%	2011
2024 Q1	–	Sell	-300	Closed	-$7.6K	–	2152
2023 Q4	$7.6K	Sell	300 -100	-25%	-$2.55K	﹤0.01%	1355
2023 Q3	$11.2K	Hold	400	–	–	﹤0.01%	1263
2023 Q2	$13.6K	Hold	400	–	–	﹤0.01%	1201
2023 Q1	$13.7K	Hold	400	–	–	﹤0.01%	1201
2022 Q4	$16K	Sell	400 -300	-43%	-$12.4K	﹤0.01%	1155
2022 Q3	$27K	Sell	700 -2,700	-79%	-$103K	﹤0.01%	1018
2022 Q2	$120K	Sell	3,400 -700	-17%	-$34.6K	﹤0.01%	719
2022 Q1	$257K	Sell	4,100 -5	-0.1%	-$284	﹤0.01%	607
2021 Q4	$209K	Buy	+4,105	New	+$250K	﹤0.01%	653
2015 Q1	–	Sell	-2,450	Closed	-$213K	–	305
2014 Q4	$213K	Buy	2,450 +50	+2%	+$4.29K	0.01%	283
2014 Q3	$202	Hold	2,400	–	–	0.01%	289
2014 Q2	$230K	Sell	2,400 -75	-3%	-$6.76K	0.01%	281
2014 Q1	$204K	Buy	+2,475	New	+$204K	0.01%	288

Other funds holding CMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UMB Bank's CMP Position: Q3 2024 in Review

UMB Bank sold out of Compass Minerals (CMP) in Q3 2024, closing a stake of 81 shares — an estimated $837 sold.

UMB Bank first reported a position in CMP in Q1 2014 and held it in 14 quarters. The position peaked at $257K in Q1 2022. 219 funds tracked by Wall St. Rank hold CMP as of Q3 2024.

UMB Bank reported no remaining Compass Minerals position as of Q3 2024 after selling out during the quarter.
UMB Bank sold 81 Compass Minerals shares in Q3 2024, an estimated $837.
UMB Bank first reported a position in Compass Minerals in Q1 2014 and held it in 14 quarters.
UMB Bank's Compass Minerals position peaked at $257K in Q1 2022.
219 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2024.

Based on UMB Bank's 13F filing for Q3 2024, filed 9 Oct 2024.