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Keebeck Wealth Management’s The Mosaic Company MOS Stock Holding History

Keebeck Wealth 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
2024
Q4 		– Sell
-25,038
Closed -$671K – 291
2024
Q3 		$671K Sell
25,038
-288
-1% -$7.92K 0.1% 149
2024
Q2 		$732K Buy
25,326
+10,288
+68% +$310K 0.11% 146
2024
Q1 		$488K Sell
15,038
-612
-4% -$19.5K 0.07% 191
2023
Q4 		$559K Buy
15,650
+142
+0.9% +$5.01K 0.09% 169
2023
Q3 		$552K Hold
15,508
– – 0.1% 161
2023
Q2 		$543K Buy
+15,508
New +$599K 0.07% 172

Other funds holding MOS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Keebeck Wealth Management's MOS Position: Q4 2024 in Review

Keebeck Wealth Management sold out of The Mosaic Company (MOS) in Q4 2024, closing a stake of 25,038 shares — an estimated $671K sold.

Keebeck Wealth Management first reported a position in MOS in Q2 2023 and held it in 6 quarters. The position peaked at $732K in Q2 2024. 626 funds tracked by Wall St. Rank hold MOS as of Q4 2024.

  • Keebeck Wealth Management reported no remaining The Mosaic Company position as of Q4 2024 after selling out during the quarter.
  • Keebeck Wealth Management sold 25,038 The Mosaic Company shares in Q4 2024, an estimated $671K.
  • Keebeck Wealth Management first reported a position in The Mosaic Company in Q2 2023 and held it in 6 quarters.
  • Keebeck Wealth Management's The Mosaic Company position peaked at $732K in Q2 2024.
  • 626 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2024.

Based on Keebeck Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.