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Fiduciary Financial Group’s The Mosaic Company MOS Stock Holding History

Fiduciary Financial Group’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
2024
Q4 		– Sell
-12,162
Closed -$314K – 292
2024
Q3 		$314K Buy
12,162
+2,037
+20% +$56K 0.07% 197
2024
Q2 		$302K Buy
+10,125
New +$305K 0.07% 196

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Financial Group's MOS Position: Q4 2024 in Review

Fiduciary Financial Group sold out of The Mosaic Company (MOS) in Q4 2024, closing a stake of 12,162 shares — an estimated $314K sold.

Fiduciary Financial Group first reported a position in MOS in Q2 2024 and held it in 2 quarters. The position peaked at $314K in Q3 2024. 624 funds tracked by Wall St. Rank hold MOS as of Q4 2024.

  • Fiduciary Financial Group reported no remaining The Mosaic Company position as of Q4 2024 after selling out during the quarter.
  • Fiduciary Financial Group sold 12,162 The Mosaic Company shares in Q4 2024, an estimated $314K.
  • Fiduciary Financial Group first reported a position in The Mosaic Company in Q2 2024 and held it in 2 quarters.
  • Fiduciary Financial Group's The Mosaic Company position peaked at $314K in Q3 2024.
  • 624 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2024.

Based on Fiduciary Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.