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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
2024
Q3 		– Sell
-354,371
Closed -$10.2M – 49
2024
Q2 		$10.2M Buy
+354,371
New +$10.7M 2.62% 13
2024
Q1 		– Sell
-86,336
Closed -$3.08M – 49
2023
Q4 		$3.08M Sell
86,336
-27,818
-24% -$982K 0.65% 32
2023
Q3 		$4.06M Buy
+114,154
New +$4.38M 0.97% 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 2.45% 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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Appian Way Asset Management's MOS Position: Q3 2024 in Review

Appian Way Asset Management sold out of The Mosaic Company (MOS) in Q3 2024, closing a stake of 354,371 shares — an estimated $10.2M sold.

Appian Way Asset Management first reported a position in MOS in Q4 2019 and held it in 5 quarters. The position peaked at $10.2M in Q2 2024. 635 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

  • Appian Way Asset Management reported no remaining The Mosaic Company position as of Q3 2024 after selling out during the quarter.
  • Appian Way Asset Management sold 354,371 The Mosaic Company shares in Q3 2024, an estimated $10.2M.
  • Appian Way Asset Management first reported a position in The Mosaic Company in Q4 2019 and held it in 5 quarters.
  • Appian Way Asset Management's The Mosaic Company position peaked at $10.2M in Q2 2024.
  • 635 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on Appian Way Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.