KA
MOS icon

Kerrisdale Advisers’s The Mosaic Company MOS Stock Holding History

Kerrisdale Advisers’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
2026
Q1 		$1.02M Buy
+39,940
New +$1.1M 0.39% 59
2025
Q1 		– Sell
-70,580
Closed -$1.73M – 93
2024
Q4 		$1.73M Hold
70,580
– – 0.59% 38
2024
Q3 		$1.89M Sell
70,580
-54,040
-43% -$1.49M 0.64% 41
2024
Q2 		$3.6M Hold
124,620
– – 1.13% 30
2024
Q1 		$4.05M Buy
124,620
+22,600
+22% +$720K 1.27% 24
2023
Q4 		$3.65M Hold
102,020
– – 1.09% 33
2023
Q3 		$3.63M Sell
102,020
-40,380
-28% -$1.55M 1.15% 31
2023
Q2 		$4.98M Buy
142,400
+22,175
+18% +$857K 1.34% 25
2023
Q1 		$5.52M Buy
+120,225
New +$5.82M 1.63% 23

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return