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Caldwell Trust’s The Mosaic Company MOS Stock Holding History

Caldwell Trust’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
Q4 		– Sell
-400
Closed -$14.2K – 718
2023
Q3 		$14.2K Hold
400
– – ﹤0.01% 582
2023
Q2 		$14K Hold
400
– – ﹤0.01% 603
2023
Q1 		$18.4K Hold
400
– – ﹤0.01% 560
2022
Q4 		$17.5K Buy
+400
New +$19.8K ﹤0.01% 552
2021
Q3 		– Sell
-500
Closed -$16K – 745
2021
Q2 		$16K Buy
+500
New +$17K ﹤0.01% 593

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Caldwell Trust's MOS Position: Q4 2023 in Review

Caldwell Trust sold out of The Mosaic Company (MOS) in Q4 2023, closing a stake of 400 shares — an estimated $14.2K sold.

Caldwell Trust first reported a position in MOS in Q2 2021 and held it in 5 quarters. The position peaked at $18.4K in Q1 2023. 682 funds tracked by Wall St. Rank hold MOS as of Q4 2023.

  • Caldwell Trust reported no remaining The Mosaic Company position as of Q4 2023 after selling out during the quarter.
  • Caldwell Trust sold 400 The Mosaic Company shares in Q4 2023, an estimated $14.2K.
  • Caldwell Trust first reported a position in The Mosaic Company in Q2 2021 and held it in 5 quarters.
  • Caldwell Trust's The Mosaic Company position peaked at $18.4K in Q1 2023.
  • 682 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2023.

Based on Caldwell Trust's 13F filing for Q4 2023, filed 1 Oct 2025.