HCR Wealth Advisors’s The Mosaic Company MOS Stock Holding History

HCR Wealth Advisors’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 Q4	–	Sell	-40,444	Closed	-$1.44M	–	209
2023 Q3	$1.44M	Sell	40,444 -8,231	-17%	-$316K	0.32%	61
2023 Q2	$1.7M	Sell	48,675 -1,857	-4%	-$71.8K	0.32%	63
2023 Q1	$2.32M	Sell	50,532 -224	-0.4%	-$10.8K	0.46%	40
2022 Q4	$2.23M	Sell	50,756 -2,554	-5%	-$126K	0.47%	42
2022 Q3	$2.58M	Sell	53,310 -3,657	-6%	-$189K	0.55%	35
2022 Q2	$2.69M	Sell	56,967 -5,535	-9%	-$339K	0.54%	38
2022 Q1	$4.16M	Sell	62,502 -37,385	-37%	-$1.87M	0.68%	29
2021 Q4	$3.92M	Sell	99,887 -1,485	-1%	-$56.9K	0.61%	29
2021 Q3	$3.62M	Buy	101,372 +7,188	+8%	+$230K	0.6%	28
2021 Q2	$3M	Buy	94,184 +3,859	+4%	+$131K	0.52%	41
2021 Q1	$2.85M	Buy	+90,325	New	+$2.66M	0.56%	37

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

HCR Wealth Advisors's MOS Position: Q4 2023 in Review

HCR Wealth Advisors sold out of The Mosaic Company (MOS) in Q4 2023, closing a stake of 40,444 shares — an estimated $1.44M sold.

HCR Wealth Advisors first reported a position in MOS in Q1 2021 and held it in 11 quarters. The position peaked at $4.16M in Q1 2022. 682 funds tracked by Wall St. Rank hold MOS as of Q4 2023.

HCR Wealth Advisors reported no remaining The Mosaic Company position as of Q4 2023 after selling out during the quarter.
HCR Wealth Advisors sold 40,444 The Mosaic Company shares in Q4 2023, an estimated $1.44M.
HCR Wealth Advisors first reported a position in The Mosaic Company in Q1 2021 and held it in 11 quarters.
HCR Wealth Advisors's The Mosaic Company position peaked at $4.16M in Q1 2022.
682 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2023.

Based on HCR Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.