Beck Capital Management’s The Mosaic Company MOS Stock Holding History

Beck Capital 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
2023 Q2	–	Sell	-58,957	Closed	-$2.7M	–	117
2023 Q1	$2.7M	Buy	58,957 +466	+0.8%	+$22.6K	1.15%	26
2022 Q4	$2.57M	Sell	58,491 -262	-0.4%	-$13K	1.08%	30
2022 Q3	$2.84M	Sell	58,753 -14,307	-20%	-$739K	1.22%	23
2022 Q2	$3.45M	Sell	73,060 -1,182	-2%	-$72.4K	1.55%	17
2022 Q1	$4.94M	Buy	74,242 +25,227	+51%	+$1.26M	1.51%	12
2021 Q4	$1.93M	Buy	49,015 +378	+0.8%	+$14.5K	0.6%	70
2021 Q3	$1.74M	Buy	48,637 +3,922	+9%	+$125K	0.58%	69
2021 Q2	$1.43M	Buy	44,715 +23,129	+107%	+$784K	0.48%	75
2021 Q1	$682K	Buy	21,586 +6,486	+43%	+$191K	0.26%	83
2020 Q4	$347K	Buy	+15,100	New	+$304K	0.14%	94

Other funds holding MOS

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Beck Capital Management's MOS Position: Q2 2023 in Review

Beck Capital Management sold out of The Mosaic Company (MOS) in Q2 2023, closing a stake of 58,957 shares — an estimated $2.7M sold.

Beck Capital Management first reported a position in MOS in Q4 2020 and held it in 10 quarters. The position peaked at $4.94M in Q1 2022. 673 funds tracked by Wall St. Rank hold MOS as of Q2 2023.

Beck Capital Management reported no remaining The Mosaic Company position as of Q2 2023 after selling out during the quarter.
Beck Capital Management sold 58,957 The Mosaic Company shares in Q2 2023, an estimated $2.7M.
Beck Capital Management first reported a position in The Mosaic Company in Q4 2020 and held it in 10 quarters.
Beck Capital Management's The Mosaic Company position peaked at $4.94M in Q1 2022.
673 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2023.

Based on Beck Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.