Clark Financial Services Group’s The Mosaic Company MOS Stock Holding History

Clark Financial Services Group’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
2024 Q2	–	Sell	-11,653	Closed	-$378K	–	65
2024 Q1	$378K	Sell	11,653 -4,053	-26%	-$129K	0.46%	32
2023 Q4	$561K	Sell	15,706 -16	-0.1%	-$565	0.72%	24
2023 Q3	$560K	Sell	15,722 -313	-2%	-$12K	0.77%	24
2023 Q2	$561K	Buy	16,035 +130	+0.8%	+$5.02K	0.76%	24
2023 Q1	$730K	Sell	15,905 -14	-0.1%	-$678	1.08%	14
2022 Q4	$698K	Buy	15,919 +281	+2%	+$13.9K	0.8%	19
2022 Q3	$756K	Buy	+15,638	New	+$808K	0.8%	18
2022 Q1	$1.02M	Sell	15,351 -437	-3%	-$21.9K	0.75%	20
2021 Q4	$620K	Buy	15,788 +318	+2%	+$12.2K	0.42%	31
2021 Q3	$553K	Buy	+15,470	New	+$495K	0.43%	29
2020 Q2	$735K	Buy	+15,566	New	+$186K	1.14%	16

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Clark Financial Services Group's MOS Position: Q2 2024 in Review

Clark Financial Services Group sold out of The Mosaic Company (MOS) in Q2 2024, closing a stake of 11,653 shares — an estimated $378K sold.

Clark Financial Services Group first reported a position in MOS in Q2 2020 and held it in 11 quarters. The position peaked at $1.02M in Q1 2022. 644 funds tracked by Wall St. Rank hold MOS as of Q2 2024.

Clark Financial Services Group reported no remaining The Mosaic Company position as of Q2 2024 after selling out during the quarter.
Clark Financial Services Group sold 11,653 The Mosaic Company shares in Q2 2024, an estimated $378K.
Clark Financial Services Group first reported a position in The Mosaic Company in Q2 2020 and held it in 11 quarters.
Clark Financial Services Group's The Mosaic Company position peaked at $1.02M in Q1 2022.
644 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2024.

Based on Clark Financial Services Group's 13F filing for Q2 2024, filed 14 Aug 2024.