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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GM Advisory Group's MOS Position: Q1 2023 in Review

GM Advisory Group sold out of The Mosaic Company (MOS) in Q1 2023, closing a stake of 25,300 shares — an estimated $1.11M sold.

GM Advisory Group first reported a position in MOS in Q1 2021 and held it in 8 quarters. The position peaked at $3.11M in Q1 2022. 718 funds tracked by Wall St. Rank hold MOS as of Q1 2023.

GM Advisory Group reported no remaining The Mosaic Company position as of Q1 2023 after selling out during the quarter.
GM Advisory Group sold 25,300 The Mosaic Company shares in Q1 2023, an estimated $1.11M.
GM Advisory Group first reported a position in The Mosaic Company in Q1 2021 and held it in 8 quarters.
GM Advisory Group's The Mosaic Company position peaked at $3.11M in Q1 2022.
718 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2023.

Based on GM Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.