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Compass Diversified Holdings shares owned by Sweet Financial Partners

Quarter-by-quarter ownership of Compass Diversified Holdings (CODI) shares owned by Sweet Financial Partners from 13F filings

Historical chart of Sweet Financial Partners investment in Compass Diversified Holdings

Tip: Access up to 7 years of quarterly data

All positions including Compass Diversified Holdings held by Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Compass Diversified Holdings by Sweet Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $313k 13k 24.07
2023-12-31 $225k 10k 22.45

More positions owned by Sweet Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VEU)
Ishares Tr Exponential Tech (XT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio Short (SPSB)
Apple (AAPL)
Spdr Index Shs Fds S&p North Amer (NANR)
Microsoft Corporation (MSFT)
Visa Com Cl A (V)

View all positions for Sweet Financial Partners

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
Legal & General Group
Charles Schwab Investment Management
Lord, Abbett & Co
Bank of America Corporation
Gilman Hill Asset Management
North Star Investment Management

View all funds holding Compass Diversified Holdings