Lee, Danner & Bass’s The Mosaic Company MOS Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-200	Closed	-$4.92K	–	534
2024 Q4	$4.92K	Buy	+200	New	+$5.23K	﹤0.01%	598

Other funds holding MOS

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Lee, Danner & Bass's MOS Position: Q1 2025 in Review

Lee, Danner & Bass sold out of The Mosaic Company (MOS) in Q1 2025, closing a stake of 200 shares — an estimated $4.92K sold.

Lee, Danner & Bass first reported a position in MOS in Q4 2024 and held it in 1 quarter. The position peaked at $4.92K in Q4 2024. 628 funds tracked by Wall St. Rank hold MOS as of Q1 2025.

Lee, Danner & Bass reported no remaining The Mosaic Company position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 200 The Mosaic Company shares in Q1 2025, an estimated $4.92K.
Lee, Danner & Bass first reported a position in The Mosaic Company in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's The Mosaic Company position peaked at $4.92K in Q4 2024.
628 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.