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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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bedel Financial Consulting's MOS Position: Q2 2022 in Review

Bedel Financial Consulting sold out of The Mosaic Company (MOS) in Q2 2022, closing a stake of 300 shares — an estimated $20K sold.

Bedel Financial Consulting first reported a position in MOS in Q4 2019 and held it in 10 quarters. The position peaked at $20K in Q1 2022. 781 funds tracked by Wall St. Rank hold MOS as of Q2 2022.

  • Bedel Financial Consulting reported no remaining The Mosaic Company position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 300 The Mosaic Company shares in Q2 2022, an estimated $20K.
  • Bedel Financial Consulting first reported a position in The Mosaic Company in Q4 2019 and held it in 10 quarters.
  • Bedel Financial Consulting's The Mosaic Company position peaked at $20K in Q1 2022.
  • 781 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.