EDRIA
MOS icon

Edmonds Duncan Registered Investment Advisors’s The Mosaic Company MOS Stock Holding History

Edmonds Duncan Registered 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
-4,595
Closed -$202K – 146
2022
Q4 		$202K Hold
4,595
– – 0.07% 125
2022
Q3 		$222K Sell
4,595
-509
-10% -$26.3K 0.08% 107
2022
Q2 		$241K Hold
5,104
– – 0.08% 100
2022
Q1 		$339K Buy
+5,104
New +$255K 0.1% 98

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Edmonds Duncan Registered Investment Advisors's MOS Position: Q1 2023 in Review

Edmonds Duncan Registered Investment Advisors sold out of The Mosaic Company (MOS) in Q1 2023, closing a stake of 4,595 shares — an estimated $202K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in MOS in Q1 2022 and held it in 4 quarters. The position peaked at $339K in Q1 2022. 718 funds tracked by Wall St. Rank hold MOS as of Q1 2023.

  • Edmonds Duncan Registered Investment Advisors reported no remaining The Mosaic Company position as of Q1 2023 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 4,595 The Mosaic Company shares in Q1 2023, an estimated $202K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in The Mosaic Company in Q1 2022 and held it in 4 quarters.
  • Edmonds Duncan Registered Investment Advisors's The Mosaic Company position peaked at $339K in Q1 2022.
  • 718 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2023.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.