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First Trust Investment Solutions’s The Mosaic Company MOS Stock Holding History

First Trust Investment Solutions’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
Q3 		$3.77M Buy
140,904
+23,202
+20% +$638K 0.42% 56
2024
Q2 		$3.4M Buy
117,702
+109,702
+1,371% +$3.31M 0.48% 63
2024
Q1 		$260K Buy
+8,000
New +$255K 0.05% 211

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

First Trust Investment Solutions's MOS Position: Q3 2024 in Review

First Trust Investment Solutions increased its The Mosaic Company (MOS) stake by 20% in Q3 2024, buying an estimated $638K and bringing the position to 140,904 shares worth $3.77M. The position accounts for 0.42% of the portfolio, ranked #56.

First Trust Investment Solutions first reported a position in MOS in Q1 2024 and has held it in 3 quarters since. 634 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

  • First Trust Investment Solutions held 140,904 shares of The Mosaic Company worth $3.77M as of Q3 2024.
  • First Trust Investment Solutions bought 23,202 The Mosaic Company shares in Q3 2024, an estimated $638K.
  • The Mosaic Company made up 0.42% of First Trust Investment Solutions's portfolio in Q3 2024, its #56 holding.
  • First Trust Investment Solutions first reported a position in The Mosaic Company in Q1 2024 and has held it in 3 quarters since.
  • 634 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.