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J.P. Marvel Investment Advisors’s The Mosaic Company MOS Stock Holding History

J.P. Marvel Investment 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
2024
Q4 		– Sell
-33,636
Closed -$901K – 75
2024
Q3 		$901K Sell
33,636
-505
-1% -$13.9K 0.15% 63
2024
Q2 		$987K Sell
34,141
-695
-2% -$20.9K 0.16% 58
2024
Q1 		$1.13M Sell
34,836
-8,451
-20% -$269K 0.2% 57
2023
Q4 		$1.55M Sell
43,287
-10,870
-20% -$384K 0.31% 53
2023
Q3 		$1.93M Sell
54,157
-1,605
-3% -$61.6K 0.42% 49
2023
Q2 		$1.95M Sell
55,762
-180
-0.3% -$6.96K 0.41% 52
2023
Q1 		$2.57M Sell
55,942
-235
-0.4% -$11.4K 0.58% 43
2022
Q4 		$2.46M Sell
56,177
-265
-0.5% -$13.1K 0.58% 42
2022
Q3 		$2.73M Buy
56,442
+15,305
+37% +$791K 0.69% 38
2022
Q2 		$1.94M Buy
41,137
+1,750
+4% +$107K 0.47% 47
2022
Q1 		$2.62M Buy
+39,387
New +$1.97M 0.53% 45
2019
Q4 		– Sell
-234,195
Closed -$4.8M – 73
2019
Q3 		$4.8M Buy
+234,195
New +$5.1M 1.54% 31
2019
Q1 		$6.55M Sell
239,925
-420
-0.2% -$12.8K 2.12% 17
2018
Q4 		$7.02M Buy
+240,345
New +$7.91M 2.53% 14
2018
Q2 		$6.32M Buy
225,435
+168,575
+296% +$4.58M 1.94% 19
2018
Q1 		$1.38M Buy
+56,860
New +$1.5M 0.43% 57
2014
Q4 		– Sell
-24,582
Closed -$1.09M – 89
2014
Q3 		$1.09M Sell
24,582
-26,158
-52% -$1.23M 0.4% 57
2014
Q2 		$2.51M Buy
50,740
+3,140
+7% +$155K 0.85% 49
2014
Q1 		$2.38M Buy
47,600
+2,280
+5% +$109K 0.84% 47
2013
Q4 		$2.14M Sell
45,320
-13,170
-23% -$611K 0.77% 48
2013
Q3 		$2.52M Sell
58,490
-61,310
-51% -$2.85M 0.98% 45
2013
Q2 		$6.45M Buy
+119,800
New +$7.13M 2.68% 9

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J.P. Marvel Investment Advisors's MOS Position: Q4 2024 in Review

J.P. Marvel Investment Advisors sold out of The Mosaic Company (MOS) in Q4 2024, closing a stake of 33,636 shares — an estimated $901K sold.

J.P. Marvel Investment Advisors first reported a position in MOS in Q2 2013 and held it in 22 quarters. The position peaked at $7.02M in Q4 2018. 624 funds tracked by Wall St. Rank hold MOS as of Q4 2024.

  • J.P. Marvel Investment Advisors reported no remaining The Mosaic Company position as of Q4 2024 after selling out during the quarter.
  • J.P. Marvel Investment Advisors sold 33,636 The Mosaic Company shares in Q4 2024, an estimated $901K.
  • J.P. Marvel Investment Advisors first reported a position in The Mosaic Company in Q2 2013 and held it in 22 quarters.
  • J.P. Marvel Investment Advisors's The Mosaic Company position peaked at $7.02M in Q4 2018.
  • 624 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2024.

Based on J.P. Marvel Investment Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.