EH
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Equitable Holdings’s The Mosaic Company MOS Stock Holding History

Equitable Holdings’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
-6,056
Closed -$216K – 1158
2023
Q3 		$216K Buy
+6,056
New +$232K ﹤0.01% 983
2023
Q2 		– Sell
-9,177
Closed -$421K – 1057
2023
Q1 		$421K Sell
9,177
-3,499
-28% -$169K 0.01% 689
2022
Q4 		$556K Sell
12,676
-1,925
-13% -$95.3K 0.01% 582
2022
Q3 		$706K Sell
14,601
-1,900
-12% -$98.2K 0.01% 480
2022
Q2 		$779K Buy
+16,501
New +$1.01M 0.01% 461

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
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

Equitable Holdings's MOS Position: Q4 2023 in Review

Equitable Holdings sold out of The Mosaic Company (MOS) in Q4 2023, closing a stake of 6,056 shares — an estimated $216K sold.

Equitable Holdings first reported a position in MOS in Q2 2022 and held it in 5 quarters. The position peaked at $779K in Q2 2022. 682 funds tracked by Wall St. Rank hold MOS as of Q4 2023.

  • Equitable Holdings reported no remaining The Mosaic Company position as of Q4 2023 after selling out during the quarter.
  • Equitable Holdings sold 6,056 The Mosaic Company shares in Q4 2023, an estimated $216K.
  • Equitable Holdings first reported a position in The Mosaic Company in Q2 2022 and held it in 5 quarters.
  • Equitable Holdings's The Mosaic Company position peaked at $779K in Q2 2022.
  • 682 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2023.

Based on Equitable Holdings's 13F filing for Q4 2023, filed 13 Feb 2024.