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Leavell Investment Management’s The Mosaic Company MOS Stock Holding History

Leavell Investment 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
Q1 		– Sell
-8,250
Closed -$295K – 479
2023
Q4 		$295K Sell
8,250
-1,400
-15% -$49.4K 0.02% 405
2023
Q3 		$344K Sell
9,650
-1,700
-15% -$65.2K 0.02% 380
2023
Q2 		$397K Sell
11,350
-8,900
-44% -$344K 0.03% 363
2023
Q1 		$929K Hold
20,250
– – 0.07% 251
2022
Q4 		$888K Sell
20,250
-450
-2% -$22.3K 0.07% 251
2022
Q3 		$1M Buy
20,700
+650
+3% +$33.6K 0.08% 221
2022
Q2 		$947K Buy
20,050
+750
+4% +$45.9K 0.07% 233
2022
Q1 		$1.28M Buy
19,300
+300
+2% +$15K 0.09% 203
2021
Q4 		$747K Hold
19,000
– – 0.05% 278
2021
Q3 		$679K Buy
19,000
+9,500
+100% +$304K 0.05% 262
2021
Q2 		$300K Hold
9,500
– – 0.02% 339
2021
Q1 		$300K Buy
+9,500
New +$280K 0.02% 339
2013
Q3 		– Sell
-6,624
Closed -$356K – 385
2013
Q2 		$356K Buy
+6,624
New +$394K 0.07% 252

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Leavell Investment Management's MOS Position: Q1 2024 in Review

Leavell Investment Management sold out of The Mosaic Company (MOS) in Q1 2024, closing a stake of 8,250 shares — an estimated $295K sold.

Leavell Investment Management first reported a position in MOS in Q2 2013 and held it in 13 quarters. The position peaked at $1.28M in Q1 2022. 655 funds tracked by Wall St. Rank hold MOS as of Q1 2024.

  • Leavell Investment Management reported no remaining The Mosaic Company position as of Q1 2024 after selling out during the quarter.
  • Leavell Investment Management sold 8,250 The Mosaic Company shares in Q1 2024, an estimated $295K.
  • Leavell Investment Management first reported a position in The Mosaic Company in Q2 2013 and held it in 13 quarters.
  • Leavell Investment Management's The Mosaic Company position peaked at $1.28M in Q1 2022.
  • 655 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2024.

Based on Leavell Investment Management's 13F filing for Q1 2024, filed 24 Apr 2024.