GM Advisory Group’s The Mosaic Company MOS Stock Holding History

GM Advisory 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
2023 Q1	–	Sell	-25,300	Closed	-$1.11M	–	190
2022 Q4	$1.11M	Sell	25,300 -5,300	-17%	-$262K	0.12%	63
2022 Q3	$1.48M	Sell	30,600 -18,585	-38%	-$960K	0.19%	56
2022 Q2	$2.32M	Buy	49,185 +2,410	+5%	+$148K	0.36%	44
2022 Q1	$3.11M	Sell	46,775 -2,265	-5%	-$113K	0.37%	43
2021 Q4	$1.93M	Sell	49,040 -5,950	-11%	-$228K	0.17%	71
2021 Q3	$1.96M	Sell	54,990 -2,380	-4%	-$76.1K	0.2%	64
2021 Q2	$1.83M	Buy	57,370 +4,500	+9%	+$153K	0.19%	71
2021 Q1	$1.67M	Buy	+52,870	New	+$1.56M	0.2%	64

Other funds holding MOS

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return