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Donoghue Forlines’s The Mosaic Company MOS Stock Holding History

Donoghue Forlines’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
Q1 		– Sell
-9,310
Closed -$333K – 253
2023
Q4 		$333K Buy
+9,310
New +$329K 0.1% 188
2020
Q4 		– Sell
-73,333
Closed -$1.34M – 279
2020
Q3 		$1.34M Buy
+73,333
New +$1.19M 0.37% 64
2018
Q4 		– Sell
-83,939
Closed -$2.73M – 103
2018
Q3 		$2.73M Buy
+83,939
New +$2.53M 0.21% 78
2017
Q4 		– Sell
-833,215
Closed -$18M – 139
2017
Q3 		$18M Buy
833,215
+137,638
+20% +$2.98M 1.9% 10
2017
Q2 		$15.9M Buy
+695,577
New +$17.1M 1.8% 33

Other funds holding MOS

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Donoghue Forlines's MOS Position: Q1 2024 in Review

Donoghue Forlines sold out of The Mosaic Company (MOS) in Q1 2024, closing a stake of 9,310 shares — an estimated $333K sold.

Donoghue Forlines first reported a position in MOS in Q2 2017 and held it in 5 quarters. The position peaked at $18M in Q3 2017. 655 funds tracked by Wall St. Rank hold MOS as of Q1 2024.

  • Donoghue Forlines reported no remaining The Mosaic Company position as of Q1 2024 after selling out during the quarter.
  • Donoghue Forlines sold 9,310 The Mosaic Company shares in Q1 2024, an estimated $333K.
  • Donoghue Forlines first reported a position in The Mosaic Company in Q2 2017 and held it in 5 quarters.
  • Donoghue Forlines's The Mosaic Company position peaked at $18M in Q3 2017.
  • 655 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2024.

Based on Donoghue Forlines's 13F filing for Q1 2024, filed 7 May 2024.