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Gilliland Jeter Wealth Management’s The Mosaic Company MOS Stock Holding History

Gilliland Jeter Wealth Management’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
-1,000
Closed -$26.8K – 466
2024
Q3 		$26.8K Hold
1,000
– – 0.01% 357
2024
Q2 		$28.9K Hold
1,000
– – 0.01% 347
2024
Q1 		$32.5K Sell
1,000
-5,950
-86% -$190K 0.01% 329
2023
Q4 		$248K Buy
+6,950
New +$245K 0.1% 147

Other funds holding MOS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gilliland Jeter Wealth Management's MOS Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of The Mosaic Company (MOS) in Q4 2024, closing a stake of 1,000 shares — an estimated $26.8K sold.

Gilliland Jeter Wealth Management first reported a position in MOS in Q4 2023 and held it in 4 quarters. The position peaked at $248K in Q4 2023. 626 funds tracked by Wall St. Rank hold MOS as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining The Mosaic Company position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,000 The Mosaic Company shares in Q4 2024, an estimated $26.8K.
  • Gilliland Jeter Wealth Management first reported a position in The Mosaic Company in Q4 2023 and held it in 4 quarters.
  • Gilliland Jeter Wealth Management's The Mosaic Company position peaked at $248K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.