AWAM
MOS icon

Appian Way Asset Management’s The Mosaic Company MOS Stock Holding History

Appian Way Asset Management’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
2025
Q3 		– Hold
0
– – – 40
2025
Q2 		– Hold
0
– – – 35
2024
Q3 		– Sell
-354,371
Closed -$10.2M – 49
2024
Q2 		$10.2M Buy
+354,371
New +$10.7M 2.63% 13
2024
Q1 		– Sell
-86,336
Closed -$3.08M – 50
2023
Q4 		$3.08M Sell
86,336
-27,818
-24% -$982K 1% 32
2023
Q3 		$4.06M Buy
+114,154
New +$4.38M 1.39% 28
2021
Q3 		– Sell
-43,800
Closed -$1.4M – 54
2021
Q2 		$1.4M Buy
+43,800
New +$1.49M 0.93% 28
2020
Q1 		– Sell
-234,982
Closed -$5.08M – 50
2019
Q4 		$5.08M Buy
+234,982
New +$4.66M 2.66% 20

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return