HCM
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Harvey Capital Management’s The Mosaic Company MOS Stock Holding History

Harvey Capital 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
2023
Q3 		– Sell
-6,450
Closed -$226K – 78
2023
Q2 		$226K Sell
6,450
-117,820
-95% -$4.55M 0.08% 76
2023
Q1 		$5.7M Sell
124,270
-1,200
-1% -$58.1K 2.25% 15
2022
Q4 		$5.5M Sell
125,470
-200
-0.2% -$9.9K 2.31% 17
2022
Q3 		$6.07M Sell
125,670
-200
-0.2% -$10.3K 2.63% 12
2022
Q2 		$5.94M Sell
125,870
-1,160
-0.9% -$71.1K 2.32% 13
2022
Q1 		$8.45M Buy
127,030
+16,850
+15% +$843K 2.61% 13
2021
Q4 		$4.33M Buy
+110,180
New +$4.22M 1.34% 27
2013
Q3 		– Sell
-89,040
Closed -$4.79M – 62
2013
Q2 		$4.79M Buy
+89,040
New +$5.3M 2.97% 13

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Harvey Capital Management's MOS Position: Q3 2023 in Review

Harvey Capital Management sold out of The Mosaic Company (MOS) in Q3 2023, closing a stake of 6,450 shares — an estimated $226K sold.

Harvey Capital Management first reported a position in MOS in Q2 2013 and held it in 8 quarters. The position peaked at $8.45M in Q1 2022. 660 funds tracked by Wall St. Rank hold MOS as of Q3 2023.

  • Harvey Capital Management reported no remaining The Mosaic Company position as of Q3 2023 after selling out during the quarter.
  • Harvey Capital Management sold 6,450 The Mosaic Company shares in Q3 2023, an estimated $226K.
  • Harvey Capital Management first reported a position in The Mosaic Company in Q2 2013 and held it in 8 quarters.
  • Harvey Capital Management's The Mosaic Company position peaked at $8.45M in Q1 2022.
  • 660 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2023.

Based on Harvey Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.