EP Wealth Advisors’s The Mosaic Company MOS Stock Holding History

EP Wealth 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
2022 Q3	–	Sell	-4,982	Closed	-$235K	–	517
2022 Q2	$235K	Buy	+4,982	New	+$305K	0.01%	537

Other funds holding MOS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

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

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

EP Wealth Advisors's MOS Position: Q3 2022 in Review

EP Wealth Advisors sold out of The Mosaic Company (MOS) in Q3 2022, closing a stake of 4,982 shares — an estimated $235K sold.

EP Wealth Advisors first reported a position in MOS in Q2 2022 and held it in 1 quarter. The position peaked at $235K in Q2 2022. 755 funds tracked by Wall St. Rank hold MOS as of Q3 2022.

EP Wealth Advisors reported no remaining The Mosaic Company position as of Q3 2022 after selling out during the quarter.
EP Wealth Advisors sold 4,982 The Mosaic Company shares in Q3 2022, an estimated $235K.
EP Wealth Advisors first reported a position in The Mosaic Company in Q2 2022 and held it in 1 quarter.
EP Wealth Advisors's The Mosaic Company position peaked at $235K in Q2 2022.
755 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2022.

Based on EP Wealth Advisors's 13F filing for Q3 2022, filed 2 Dec 2022.