J2 Capital Management’s The Mosaic Company MOS Stock Holding History

J2 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	-8,915	Closed	-$312K	–	100
2023 Q2	$312K	Buy	8,915 +3,627	+69%	+$140K	0.37%	76
2023 Q1	$243K	Buy	5,288 +475	+10%	+$23K	0.38%	80
2022 Q4	$211K	Buy	4,813 +142	+3%	+$7.03K	0.36%	81
2022 Q3	$226K	Buy	4,671 +181	+4%	+$9.35K	0.43%	65
2022 Q2	$212K	Sell	4,490 -10	-0.2%	-$613	0.32%	81
2022 Q1	$299K	Sell	4,500 -3,280	-42%	-$164K	0.33%	71
2021 Q4	$306K	Buy	+7,780	New	+$298K	0.29%	73

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 $3.38T AUM 44.17% 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

J2 Capital Management's MOS Position: Q3 2023 in Review

J2 Capital Management sold out of The Mosaic Company (MOS) in Q3 2023, closing a stake of 8,915 shares — an estimated $312K sold.

J2 Capital Management first reported a position in MOS in Q4 2021 and held it in 7 quarters. The position peaked at $312K in Q2 2023. 660 funds tracked by Wall St. Rank hold MOS as of Q3 2023.

J2 Capital Management reported no remaining The Mosaic Company position as of Q3 2023 after selling out during the quarter.
J2 Capital Management sold 8,915 The Mosaic Company shares in Q3 2023, an estimated $312K.
J2 Capital Management first reported a position in The Mosaic Company in Q4 2021 and held it in 7 quarters.
J2 Capital Management's The Mosaic Company position peaked at $312K in Q2 2023.
660 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2023.

Based on J2 Capital Management's 13F filing for Q3 2023, filed 11 Oct 2023.