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Disciplined Investments’s The Mosaic Company MOS Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-54
Closed -$1.89K – 996
2023
Q2 		$1.89K Sell
54
-7
-11% -$271 ﹤0.01% 677
2023
Q1 		$2.8K Buy
61
+23
+61% +$1.11K ﹤0.01% 544
2022
Q4 		$1.67K Buy
38
+4
+12% +$198 ﹤0.01% 685
2022
Q3 		$2K Sell
34
-4
-11% -$207 ﹤0.01% 684
2022
Q2 		$2K Sell
38
-16
-30% -$980 ﹤0.01% 695
2022
Q1 		$4K Buy
+54
New +$2.7K ﹤0.01% 512

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Disciplined Investments's MOS Position: Q3 2023 in Review

Disciplined Investments sold out of The Mosaic Company (MOS) in Q3 2023, closing a stake of 54 shares — an estimated $1.89K sold.

Disciplined Investments first reported a position in MOS in Q1 2022 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 660 funds tracked by Wall St. Rank hold MOS as of Q3 2023.

  • Disciplined Investments reported no remaining The Mosaic Company position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 54 The Mosaic Company shares in Q3 2023, an estimated $1.89K.
  • Disciplined Investments first reported a position in The Mosaic Company in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's The Mosaic Company position peaked at $4K in Q1 2022.
  • 660 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.