Deane Retirement Strategies’s The Mosaic Company MOS Stock Holding History

Deane Retirement Strategies’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 Q2	–	Sell	-50,998	Closed	-$2.34M	–	68
2023 Q1	$2.34M	Buy	50,998 +59	+0.1%	+$2.86K	1.29%	22
2022 Q4	$2.23M	Sell	50,939 -167	-0.3%	-$8.27K	1.25%	20
2022 Q3	$2.47M	Buy	+51,106	New	+$2.64M	1.52%	12
2019 Q3	–	Sell	-196	Closed	-$5K	–	55
2019 Q2	$5K	Hold	196	–	–	﹤0.01%	41
2019 Q1	$5K	Sell	196 -63,957	-100%	-$1.95M	﹤0.01%	42
2018 Q4	$1.87M	Sell	64,153 -195	-0.3%	-$6.42K	1.7%	21
2018 Q3	$2.09M	Buy	64,348 +3,218	+5%	+$97K	1.89%	17
2018 Q2	$1.72M	Buy	61,130 +1,931	+3%	+$52.4K	1.63%	28
2018 Q1	$1.44M	Buy	+59,199	New	+$1.56M	1.47%	29
2017 Q4	–	Sell	-54,551	Closed	-$1.18M	–	66
2017 Q3	$1.18M	Buy	+54,551	New	+$1.18M	1.14%	37
2017 Q1	–	Sell	-120,751	Closed	-$3.54M	–	56
2016 Q4	$3.54M	Buy	+120,751	New	+$3.24M	3.16%	10

Other funds holding MOS

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deane Retirement Strategies's MOS Position: Q2 2023 in Review

Deane Retirement Strategies sold out of The Mosaic Company (MOS) in Q2 2023, closing a stake of 50,998 shares — an estimated $2.34M sold.

Deane Retirement Strategies first reported a position in MOS in Q4 2016 and held it in 11 quarters. The position peaked at $3.54M in Q4 2016. 673 funds tracked by Wall St. Rank hold MOS as of Q2 2023.

Deane Retirement Strategies reported no remaining The Mosaic Company position as of Q2 2023 after selling out during the quarter.
Deane Retirement Strategies sold 50,998 The Mosaic Company shares in Q2 2023, an estimated $2.34M.
Deane Retirement Strategies first reported a position in The Mosaic Company in Q4 2016 and held it in 11 quarters.
Deane Retirement Strategies's The Mosaic Company position peaked at $3.54M in Q4 2016.
673 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2023.

Based on Deane Retirement Strategies's 13F filing for Q2 2023, filed 7 Jul 2023.