CSat Investment Advisory’s The Mosaic Company MOS Stock Holding History

CSat Investment Advisory’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 Q1	$68K	Sell	2,160 -1,272	-37%	-$37.5K	0.06%	131
2020 Q4	$79K	Sell	3,432 -37,697	-92%	-$759K	0.07%	96
2020 Q3	$751K	Buy	41,129 +5,425	+15%	+$88.3K	0.07%	134
2020 Q2	$447K	Buy	35,704 +14,684	+70%	+$176K	0.05%	194
2020 Q1	$227K	Buy	21,020 +14,871	+242%	+$252K	0.05%	219
2019 Q4	$133K	Buy	6,149 +2,443	+66%	+$48.4K	0.04%	304
2019 Q3	$76K	Buy	3,706 +630	+20%	+$13.7K	0.02%	375
2019 Q2	$77K	Buy	3,076 +2,040	+197%	+$49.8K	0.03%	348
2019 Q1	$28K	Buy	1,036 +310	+43%	+$9.45K	0.01%	239
2018 Q4	$21K	Buy	726 +74	+11%	+$2.44K	0.01%	270
2018 Q3	$21K	Buy	652 +85	+15%	+$2.56K	0.01%	217
2018 Q2	$16K	Buy	+567	New	+$15.4K	0.01%	247

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CSat Investment Advisory's MOS Position: Q1 2021 in Review

CSat Investment Advisory reduced its The Mosaic Company (MOS) stake by 37% in Q1 2021, selling an estimated $37.5K and leaving 2,160 shares worth $68K. The position accounts for 0.06% of the portfolio, ranked #131.

CSat Investment Advisory first reported a position in MOS in Q2 2018 and has held it in 12 quarters since. The position peaked at $751K in Q3 2020. 573 funds tracked by Wall St. Rank hold MOS as of Q1 2021.

CSat Investment Advisory held 2,160 shares of The Mosaic Company worth $68K as of Q1 2021.
CSat Investment Advisory sold 1,272 The Mosaic Company shares in Q1 2021, an estimated $37.5K.
The Mosaic Company made up 0.06% of CSat Investment Advisory's portfolio in Q1 2021, its #131 holding.
CSat Investment Advisory first reported a position in The Mosaic Company in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's The Mosaic Company position peaked at $751K in Q3 2020.
573 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.