Kaizen Advisory’s The Mosaic Company MOS Stock Holding History

Kaizen Advisory’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
2018 Q4	$25K	Buy	868 +73	+9%	+$2.4K	0.02%	468
2018 Q3	$26K	Hold	795	–	–	0.01%	478
2018 Q2	$22K	Buy	795 +446	+128%	+$12.1K	0.01%	517
2018 Q1	$8K	Hold	349	–	–	0.01%	526
2017 Q4	$9K	Buy	+349	New	+$8.02K	0.01%	505

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's MOS Position: Q4 2018 in Review

Kaizen Advisory increased its The Mosaic Company (MOS) stake by 9.2% in Q4 2018, buying an estimated $2.4K and bringing the position to 868 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #468.

Kaizen Advisory first reported a position in MOS in Q4 2017 and has held it in 5 quarters since. The position peaked at $26K in Q3 2018. 586 funds tracked by Wall St. Rank hold MOS as of Q4 2018.

Kaizen Advisory held 868 shares of The Mosaic Company worth $25K as of Q4 2018.
Kaizen Advisory bought 73 The Mosaic Company shares in Q4 2018, an estimated $2.4K.
The Mosaic Company made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #468 holding.
Kaizen Advisory first reported a position in The Mosaic Company in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's The Mosaic Company position peaked at $26K in Q3 2018.
586 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.