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Waddell & Reed Financial’s Compass Minerals CMP Stock Holding History

Waddell & Reed Financial’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
2020
Q4 		– Sell
-109,946
Closed -$6.53M – 487
2020
Q3 		$6.53M Sell
109,946
-261,438
-70% -$14.4M 0.02% 417
2020
Q2 		$18.1M Sell
371,384
-24,110
-6% -$1.12M 0.05% 336
2020
Q1 		$15.2M Buy
395,494
+167,618
+74% +$9.13M 0.05% 319
2019
Q4 		$13.9M Buy
227,876
+146,700
+181% +$8.32M 0.03% 370
2019
Q3 		$4.59M Buy
+81,176
New +$4.35M 0.01% 422
2018
Q1 		– Sell
-169,065
Closed -$12.2M – 537
2017
Q4 		$12.2M Sell
169,065
-4,400
-3% -$296K 0.03% 393
2017
Q3 		$11.3M Buy
+173,465
New +$11.6M 0.03% 396

Other funds holding CMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

Waddell & Reed Financial's CMP Position: Q4 2020 in Review

Waddell & Reed Financial sold out of Compass Minerals (CMP) in Q4 2020, closing a stake of 109,946 shares — an estimated $6.53M sold.

Waddell & Reed Financial first reported a position in CMP in Q3 2017 and held it in 7 quarters. The position peaked at $18.1M in Q2 2020. 290 funds tracked by Wall St. Rank hold CMP as of Q4 2020.

  • Waddell & Reed Financial reported no remaining Compass Minerals position as of Q4 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 109,946 Compass Minerals shares in Q4 2020, an estimated $6.53M.
  • Waddell & Reed Financial first reported a position in Compass Minerals in Q3 2017 and held it in 7 quarters.
  • Waddell & Reed Financial's Compass Minerals position peaked at $18.1M in Q2 2020.
  • 290 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2020.

Based on Waddell & Reed Financial's 13F filing for Q4 2020, filed 12 Feb 2021.