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Cedar Wealth Management’s The Mosaic Company MOS Stock Holding History

Cedar Wealth 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
2021
Q3 		– Sell
-5,353
Closed -$171K – 274
2021
Q2 		$171K Sell
5,353
-8,875
-62% -$301K 0.08% 112
2021
Q1 		$450K Sell
14,228
-3,867
-21% -$114K 0.22% 76
2020
Q4 		$416K Sell
18,095
-9,146
-34% -$184K 0.22% 70
2020
Q3 		$498K Buy
27,241
+250
+0.9% +$4.07K 0.31% 55
2020
Q2 		$338K Hold
26,991
– – 0.23% 60
2020
Q1 		$292K Buy
26,991
+10,124
+60% +$172K 0.2% 62
2019
Q4 		$365K Sell
16,867
-3,488
-17% -$69.2K 0.22% 51
2019
Q3 		$417K Buy
20,355
+4,095
+25% +$89.2K 0.28% 37
2019
Q2 		$407K Sell
16,260
-287
-2% -$7K 0.26% 31
2019
Q1 		$452K Sell
16,547
-1,240
-7% -$37.8K 0.28% 29
2018
Q4 		$520K Sell
17,787
-40
-0.2% -$1.32K 0.37% 25
2018
Q3 		$579K Buy
17,827
+8,138
+84% +$245K 0.3% 27
2018
Q2 		$272K Hold
9,689
– – 0.15% 39
2018
Q1 		$235K Buy
9,689
+4,325
+81% +$114K 0.15% 42
2017
Q4 		$138K Buy
5,364
+3,554
+196% +$81.7K 0.08% 68
2017
Q3 		$39K Buy
+1,810
New +$39.2K 0.02% 91

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cedar Wealth Management's MOS Position: Q3 2021 in Review

Cedar Wealth Management sold out of The Mosaic Company (MOS) in Q3 2021, closing a stake of 5,353 shares — an estimated $171K sold.

Cedar Wealth Management first reported a position in MOS in Q3 2017 and held it in 16 quarters. The position peaked at $579K in Q3 2018. 606 funds tracked by Wall St. Rank hold MOS as of Q3 2021.

  • Cedar Wealth Management reported no remaining The Mosaic Company position as of Q3 2021 after selling out during the quarter.
  • Cedar Wealth Management sold 5,353 The Mosaic Company shares in Q3 2021, an estimated $171K.
  • Cedar Wealth Management first reported a position in The Mosaic Company in Q3 2017 and held it in 16 quarters.
  • Cedar Wealth Management's The Mosaic Company position peaked at $579K in Q3 2018.
  • 606 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2021.

Based on Cedar Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.