EFS
MOS icon

Essex Financial Services’s The Mosaic Company MOS Stock Holding History

Essex Financial Services’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
Q2 		– Sell
-4,956
Closed -$227K – 497
2023
Q1 		$227K Sell
4,956
-1,904
-28% -$92.2K 0.02% 443
2022
Q4 		$300K Sell
6,860
-3,415
-33% -$169K 0.03% 361
2022
Q3 		$497K Sell
10,275
-4,795
-32% -$248K 0.06% 254
2022
Q2 		$712K Sell
15,070
-7,966
-35% -$488K 0.08% 221
2022
Q1 		$1.53M Buy
23,036
+13,923
+153% +$696K 0.15% 145
2021
Q4 		$358K Buy
+9,113
New +$349K 0.04% 336

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Essex Financial Services's MOS Position: Q2 2023 in Review

Essex Financial Services sold out of The Mosaic Company (MOS) in Q2 2023, closing a stake of 4,956 shares — an estimated $227K sold.

Essex Financial Services first reported a position in MOS in Q4 2021 and held it in 6 quarters. The position peaked at $1.53M in Q1 2022. 673 funds tracked by Wall St. Rank hold MOS as of Q2 2023.

  • Essex Financial Services reported no remaining The Mosaic Company position as of Q2 2023 after selling out during the quarter.
  • Essex Financial Services sold 4,956 The Mosaic Company shares in Q2 2023, an estimated $227K.
  • Essex Financial Services first reported a position in The Mosaic Company in Q4 2021 and held it in 6 quarters.
  • Essex Financial Services's The Mosaic Company position peaked at $1.53M in Q1 2022.
  • 673 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2023.

Based on Essex Financial Services's 13F filing for Q2 2023, filed 9 Aug 2023.