Echo Street Capital Management’s The Mosaic Company MOS Stock Holding History

Echo Street Capital Management’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 Q4	–	Sell	-15,053	Closed	-$536K	–	273
2023 Q3	$536K	Buy	15,053 +4,136	+38%	+$159K	0.01%	246
2023 Q2	$382K	Buy	+10,917	New	+$422K	﹤0.01%	337
2022 Q3	–	Sell	-4,605	Closed	-$217K	–	646
2022 Q2	$217K	Buy	+4,605	New	+$282K	﹤0.01%	490
2021 Q3	–	Sell	-10,068	Closed	-$321K	–	702
2021 Q2	$321K	Sell	10,068 -11,389	-53%	-$386K	﹤0.01%	473
2021 Q1	$678K	Buy	21,457 +2,227	+12%	+$65.7K	0.01%	239
2020 Q4	$442K	Buy	+19,230	New	+$387K	﹤0.01%	272
2020 Q3	–	Sell	-135,578	Closed	-$1.7M	–	278
2020 Q2	$1.7M	Buy	+135,578	New	+$1.62M	0.02%	201

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Echo Street Capital Management's MOS Position: Q4 2023 in Review

Echo Street Capital Management sold out of The Mosaic Company (MOS) in Q4 2023, closing a stake of 15,053 shares — an estimated $536K sold.

Echo Street Capital Management first reported a position in MOS in Q2 2020 and held it in 7 quarters. The position peaked at $1.7M in Q2 2020. 682 funds tracked by Wall St. Rank hold MOS as of Q4 2023.

Echo Street Capital Management reported no remaining The Mosaic Company position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 15,053 The Mosaic Company shares in Q4 2023, an estimated $536K.
Echo Street Capital Management first reported a position in The Mosaic Company in Q2 2020 and held it in 7 quarters.
Echo Street Capital Management's The Mosaic Company position peaked at $1.7M in Q2 2020.
682 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.