AIA
MOS icon

Affinity Investment Advisors’s The Mosaic Company MOS Stock Holding History

Affinity Investment Advisors’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
2024
Q1 		– Sell
-5,650
Closed -$202K – 162
2023
Q4 		$202K Buy
+5,650
New +$200K 0.14% 173
2022
Q2 		– Sell
-4,190
Closed -$279K – 207
2022
Q1 		$279K Buy
+4,190
New +$210K 0.11% 174

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Affinity Investment Advisors's MOS Position: Q1 2024 in Review

Affinity Investment Advisors sold out of The Mosaic Company (MOS) in Q1 2024, closing a stake of 5,650 shares — an estimated $202K sold.

Affinity Investment Advisors first reported a position in MOS in Q1 2022 and held it in 2 quarters. The position peaked at $279K in Q1 2022. 655 funds tracked by Wall St. Rank hold MOS as of Q1 2024.

  • Affinity Investment Advisors reported no remaining The Mosaic Company position as of Q1 2024 after selling out during the quarter.
  • Affinity Investment Advisors sold 5,650 The Mosaic Company shares in Q1 2024, an estimated $202K.
  • Affinity Investment Advisors first reported a position in The Mosaic Company in Q1 2022 and held it in 2 quarters.
  • Affinity Investment Advisors's The Mosaic Company position peaked at $279K in Q1 2022.
  • 655 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2024.

Based on Affinity Investment Advisors's 13F filing for Q1 2024, filed 3 May 2024.