Kiwi Wealth Investments Limited Partnership’s The Mosaic Company MOS Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	-29,789	Closed	-$1.04M	–	141
2023 Q2	$1.04M	Hold	29,789	–	–	0.06%	164
2023 Q1	$1.37M	Sell	29,789 -2,193	-7%	-$106K	0.09%	138
2022 Q4	$1.4M	Buy	+31,982	New	+$1.58M	0.09%	154
2022 Q2	–	Sell	-37,627	Closed	-$2.5M	–	223
2022 Q1	$2.5M	Sell	37,627 -66,387	-64%	-$3.32M	0.14%	156
2021 Q4	$4.09M	Buy	104,014 +28,676	+38%	+$1.1M	0.19%	128
2021 Q3	$2.69M	Buy	+75,338	New	+$2.41M	0.14%	167
2018 Q3	–	Sell	-60,300	Closed	-$1.69M	–	199
2018 Q2	$1.69M	Sell	60,300 -7,667	-11%	-$208K	0.16%	136
2018 Q1	$1.65M	Sell	67,967 -15,146	-18%	-$398K	0.16%	132
2017 Q4	$2.13M	Buy	+83,113	New	+$1.91M	0.23%	103
2017 Q2	–	Sell	-90,376	Closed	-$2.64M	–	166
2017 Q1	$2.64M	Buy	90,376 +4,489	+5%	+$139K	0.22%	99
2016 Q4	$2.52M	Buy	+85,887	New	+$2.3M	0.21%	98

Other funds holding MOS

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's MOS Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of The Mosaic Company (MOS) in Q3 2023, closing a stake of 29,789 shares — an estimated $1.04M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in MOS in Q4 2016 and held it in 11 quarters. The position peaked at $4.09M in Q4 2021. 660 funds tracked by Wall St. Rank hold MOS as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining The Mosaic Company position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 29,789 The Mosaic Company shares in Q3 2023, an estimated $1.04M.
Kiwi Wealth Investments Limited Partnership first reported a position in The Mosaic Company in Q4 2016 and held it in 11 quarters.
Kiwi Wealth Investments Limited Partnership's The Mosaic Company position peaked at $4.09M in Q4 2021.
660 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.