Kula Investments’s The Mosaic Company MOS Stock Holding History

Kula Investments’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 Q1	–	Sell	-19,289	Closed	-$846K	–	769
2022 Q4	$846K	Buy	+19,289	New	+$955K	0.25%	81

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Kula Investments's MOS Position: Q1 2023 in Review

Kula Investments sold out of The Mosaic Company (MOS) in Q1 2023, closing a stake of 19,289 shares — an estimated $846K sold.

Kula Investments first reported a position in MOS in Q4 2022 and held it in 1 quarter. The position peaked at $846K in Q4 2022. 718 funds tracked by Wall St. Rank hold MOS as of Q1 2023.

Kula Investments reported no remaining The Mosaic Company position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 19,289 The Mosaic Company shares in Q1 2023, an estimated $846K.
Kula Investments first reported a position in The Mosaic Company in Q4 2022 and held it in 1 quarter.
Kula Investments's The Mosaic Company position peaked at $846K in Q4 2022.
718 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.