BFC
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Bedel Financial Consulting’s The Mosaic Company MOS Stock Holding History

Bedel Financial Consulting’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 		– Sell
-300
Closed -$20K – 608
2022
Q1 		$20K Sell
300
-29
-9% -$1.45K 0.01% 549
2021
Q4 		$13K Buy
329
+29
+10% +$1.11K ﹤0.01% 645
2021
Q3 		$11K Hold
300
– – ﹤0.01% 651
2021
Q2 		$10K Hold
300
– – ﹤0.01% 670
2021
Q1 		$9K Hold
300
– – ﹤0.01% 658
2020
Q4 		$7K Hold
300
– – ﹤0.01% 607
2020
Q3 		$5K Hold
300
– – ﹤0.01% 614
2020
Q2 		$4K Hold
300
– – ﹤0.01% 624
2020
Q1 		$3K Hold
300
– – ﹤0.01% 640
2019
Q4 		$6K Buy
+300
New +$5.95K ﹤0.01% 564

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return