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Dana Investment Advisors’s The Mosaic Company MOS Stock Holding History

Dana Investment 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
2023
Q1 		– Sell
-5,540
Closed -$243K – 413
2022
Q4 		$243K Sell
5,540
-2,568
-32% -$127K 0.01% 377
2022
Q3 		$392K Sell
8,108
-871
-10% -$45K 0.02% 333
2022
Q2 		$424K Buy
+8,979
New +$550K 0.02% 341

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dana Investment Advisors's MOS Position: Q1 2023 in Review

Dana Investment Advisors sold out of The Mosaic Company (MOS) in Q1 2023, closing a stake of 5,540 shares — an estimated $243K sold.

Dana Investment Advisors first reported a position in MOS in Q2 2022 and held it in 3 quarters. The position peaked at $424K in Q2 2022. 718 funds tracked by Wall St. Rank hold MOS as of Q1 2023.

  • Dana Investment Advisors reported no remaining The Mosaic Company position as of Q1 2023 after selling out during the quarter.
  • Dana Investment Advisors sold 5,540 The Mosaic Company shares in Q1 2023, an estimated $243K.
  • Dana Investment Advisors first reported a position in The Mosaic Company in Q2 2022 and held it in 3 quarters.
  • Dana Investment Advisors's The Mosaic Company position peaked at $424K in Q2 2022.
  • 718 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2023.

Based on Dana Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.