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Kore Private Wealth’s The Mosaic Company MOS Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-132
Closed -$1K – 776
2020
Q2 		$1K Hold
132
– – ﹤0.01% 1111
2020
Q1 		$1K Sell
132
-1,357
-91% -$23K ﹤0.01% 1005
2019
Q4 		$32K Buy
+1,489
New +$29.5K 0.01% 548

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kore Private Wealth's MOS Position: Q3 2020 in Review

Kore Private Wealth sold out of The Mosaic Company (MOS) in Q3 2020, closing a stake of 132 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in MOS in Q4 2019 and held it in 3 quarters. The position peaked at $32K in Q4 2019. 457 funds tracked by Wall St. Rank hold MOS as of Q3 2020.

  • Kore Private Wealth reported no remaining The Mosaic Company position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 132 The Mosaic Company shares in Q3 2020, an estimated $1K.
  • Kore Private Wealth first reported a position in The Mosaic Company in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's The Mosaic Company position peaked at $32K in Q4 2019.
  • 457 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.