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Harvest Investment Services’s The Mosaic Company MOS Stock Holding History

Harvest Investment Services’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
Q1 		– Sell
-17,156
Closed -$613K – 190
2023
Q4 		$613K Buy
+17,156
New +$606K 0.28% 95
2023
Q3 		– Sell
-19,489
Closed -$682K – 175
2023
Q2 		$682K Buy
19,489
+10,647
+120% +$411K 0.39% 80
2023
Q1 		$406K Buy
8,842
+2,491
+39% +$121K 0.31% 74
2022
Q4 		$279K Sell
6,351
-4,937
-44% -$244K 0.3% 94
2022
Q3 		$545K Sell
11,288
-45,784
-80% -$2.37M 0.67% 47
2022
Q2 		$2.69M Buy
57,072
+38,918
+214% +$2.38M 2.07% 7
2022
Q1 		$1.21M Buy
18,154
+9,006
+98% +$450K 0.72% 42
2021
Q4 		$359K Buy
9,148
+1,982
+28% +$75.9K 0.15% 180
2021
Q3 		$255K Buy
7,166
+426
+6% +$13.6K 0.1% 238
2021
Q2 		$215K Buy
+6,740
New +$229K 0.09% 261
2020
Q4 		– Sell
-15,697
Closed -$286K – 233
2020
Q3 		$286K Sell
15,697
-380
-2% -$6.18K 0.16% 154
2020
Q2 		$201K Buy
+16,077
New +$193K 0.12% 185

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harvest Investment Services's MOS Position: Q1 2024 in Review

Harvest Investment Services sold out of The Mosaic Company (MOS) in Q1 2024, closing a stake of 17,156 shares — an estimated $613K sold.

Harvest Investment Services first reported a position in MOS in Q2 2020 and held it in 12 quarters. The position peaked at $2.69M in Q2 2022. 655 funds tracked by Wall St. Rank hold MOS as of Q1 2024.

  • Harvest Investment Services reported no remaining The Mosaic Company position as of Q1 2024 after selling out during the quarter.
  • Harvest Investment Services sold 17,156 The Mosaic Company shares in Q1 2024, an estimated $613K.
  • Harvest Investment Services first reported a position in The Mosaic Company in Q2 2020 and held it in 12 quarters.
  • Harvest Investment Services's The Mosaic Company position peaked at $2.69M in Q2 2022.
  • 655 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2024.

Based on Harvest Investment Services's 13F filing for Q1 2024, filed 13 May 2024.