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Great Valley Advisor Group’s The Mosaic Company MOS Stock Holding History

Great Valley Advisor 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
2022
Q3 		– Sell
-16,402
Closed -$775K – 701
2022
Q2 		$775K Buy
16,402
+12,358
+306% +$757K 0.04% 347
2022
Q1 		$269K Sell
4,044
-7,951
-66% -$398K 0.02% 506
2021
Q4 		$471K Buy
11,995
+3,987
+50% +$153K 0.03% 398
2021
Q3 		$286K Buy
+8,008
New +$256K 0.02% 478
2021
Q1 		– Sell
-29,858
Closed -$687K – 526
2020
Q4 		$687K Buy
+29,858
New +$601K 0.07% 233
2019
Q1 		– Sell
-32,602
Closed -$952K – 309
2018
Q4 		$952K Buy
+32,602
New +$1.07M 0.36% 75

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Great Valley Advisor Group's MOS Position: Q3 2022 in Review

Great Valley Advisor Group sold out of The Mosaic Company (MOS) in Q3 2022, closing a stake of 16,402 shares — an estimated $775K sold.

Great Valley Advisor Group first reported a position in MOS in Q4 2018 and held it in 6 quarters. The position peaked at $952K in Q4 2018. 756 funds tracked by Wall St. Rank hold MOS as of Q3 2022.

  • Great Valley Advisor Group reported no remaining The Mosaic Company position as of Q3 2022 after selling out during the quarter.
  • Great Valley Advisor Group sold 16,402 The Mosaic Company shares in Q3 2022, an estimated $775K.
  • Great Valley Advisor Group first reported a position in The Mosaic Company in Q4 2018 and held it in 6 quarters.
  • Great Valley Advisor Group's The Mosaic Company position peaked at $952K in Q4 2018.
  • 756 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2022.

Based on Great Valley Advisor Group's 13F filing for Q3 2022, filed 21 Oct 2022.