Berman Capital Advisors’s The Mosaic Company MOS Stock Holding History

Berman Capital Advisors’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
2021 Q3	$56K	Buy	1,587 +724	+84%	+$23.2K	0.01%	630
2021 Q2	$26K	Buy	863 +517	+149%	+$17.5K	﹤0.01%	811
2021 Q1	$10K	Buy	346 +92	+36%	+$2.71K	﹤0.01%	1032
2020 Q4	$5K	Buy	254 +135	+113%	+$2.72K	﹤0.01%	1157
2020 Q3	$2K	Sell	119 -10	-8%	-$163	﹤0.01%	1314
2020 Q2	$1K	Sell	129 -263	-67%	-$3.15K	﹤0.01%	1457
2020 Q1	$4K	Buy	392 +154	+65%	+$2.61K	﹤0.01%	952
2019 Q4	$5K	Sell	238 -4,100	-95%	-$81.3K	﹤0.01%	984
2019 Q3	$87K	Sell	4,338 -402	-8%	-$8.76K	0.03%	225
2019 Q2	$117K	Buy	4,740 +830	+21%	+$20.3K	0.04%	189
2019 Q1	$105K	Buy	3,910 +2,500	+177%	+$76.2K	0.04%	191
2018 Q4	$39K	Buy	+1,410	New	+$46.4K	0.02%	280
2018 Q3	–	Sell	-8,893	Closed	-$230K	–	118
2018 Q2	$230K	Hold	8,893	–	–	0.08%	102
2018 Q1	$209K	Buy	+8,893	New	+$234K	0.08%	100

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Berman Capital Advisors's MOS Position: Q3 2021 in Review

Berman Capital Advisors increased its The Mosaic Company (MOS) stake by 84% in Q3 2021, buying an estimated $23.2K and bringing the position to 1,587 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #630.

Berman Capital Advisors first reported a position in MOS in Q1 2018 and has held it in 14 quarters since. The position peaked at $230K in Q2 2018. 606 funds tracked by Wall St. Rank hold MOS as of Q3 2021.

Berman Capital Advisors held 1,587 shares of The Mosaic Company worth $56K as of Q3 2021.
Berman Capital Advisors bought 724 The Mosaic Company shares in Q3 2021, an estimated $23.2K.
The Mosaic Company made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #630 holding.
Berman Capital Advisors first reported a position in The Mosaic Company in Q1 2018 and has held it in 14 quarters since.
Berman Capital Advisors's The Mosaic Company position peaked at $230K in Q2 2018.
606 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.