Advisor Partners’s The Mosaic Company MOS Stock Holding History

Advisor Partners’s Portfolio MOS Stock Details MOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.07M	Buy	22,693 +1,259	+6%	+$77.1K	0.08%	279
2022 Q1	$1.43M	Sell	21,434 -309	-1%	-$15.5K	0.09%	225
2021 Q4	$855K	Buy	+21,743	New	+$832K	0.05%	350
2021 Q3	–	Sell	-21,439	Closed	-$686K	–	362
2021 Q2	$684K	Sell	21,439 -785	-4%	-$26.6K	0.04%	404
2021 Q1	$703K	Buy	22,224 +121	+0.5%	+$3.57K	0.05%	381
2020 Q4	$509K	Sell	22,103 -159	-0.7%	-$3.2K	0.04%	445
2020 Q3	$407K	Buy	22,262 +2,443	+12%	+$39.8K	0.03%	451
2020 Q2	$248K	Sell	19,819 -3,392	-15%	-$40.6K	0.02%	576
2020 Q1	$251K	Buy	+23,211	New	+$394K	0.03%	489
2019 Q1	–	Sell	-7,156	Closed	-$209K	–	654
2018 Q4	$209K	Buy	7,156 +889	+14%	+$29.3K	0.03%	534
2018 Q3	$204K	Buy	+6,267	New	+$189K	0.03%	595

Other funds holding MOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor Partners's MOS Position: Q2 2022 in Review

Advisor Partners increased its The Mosaic Company (MOS) stake by 5.9% in Q2 2022, buying an estimated $77.1K and bringing the position to 22,693 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #279.

Advisor Partners first reported a position in MOS in Q3 2018 and has held it in 11 quarters since. The position peaked at $1.43M in Q1 2022. 781 funds tracked by Wall St. Rank hold MOS as of Q2 2022.

Advisor Partners held 22,693 shares of The Mosaic Company worth $1.07M as of Q2 2022.
Advisor Partners bought 1,259 The Mosaic Company shares in Q2 2022, an estimated $77.1K.
The Mosaic Company made up 0.08% of Advisor Partners's portfolio in Q2 2022, its #279 holding.
Advisor Partners first reported a position in The Mosaic Company in Q3 2018 and has held it in 11 quarters since.
Advisor Partners's The Mosaic Company position peaked at $1.43M in Q1 2022.
781 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.