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Compass Diversified Holdings shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of Compass Diversified Holdings (CODI) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management investment in Compass Diversified Holdings

Tip: Access up to 7 years of quarterly data

All positions including Compass Diversified Holdings held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Compass Diversified Holdings by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $65k 2.9k 22.45
2023-09-30 $54k 2.9k 18.77
2023-06-30 $63k 2.9k 21.69
2023-03-31 $55k 2.9k 19.08
2022-12-31 $57k 3.1k 18.23

More positions owned by Evermay Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Mid Cap Etf (VO)
John Marshall Ban (JMSB)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Evermay Wealth Management

Top funds holding Compass Diversified Holdings

Vanguard Group
Allspring Global Investments Holdings
William Blair Investment Management
Jennifer Ranahan
Royce & Associates
Royal Bank of Canada
Essex Financial Services
William Blair $ Company
UBS Group
Sei Investments
Legal & General Group
Charles Schwab Investment Management
Lord, Abbett & Co
Bank of America Corporation
Gilman Hill Asset Management

View all funds holding Compass Diversified Holdings