LF
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Lee Financial’s The Mosaic Company MOS Stock Holding History

Lee Financial’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
-168
Closed -$6K – 571
2023
Q4 		$6K Buy
168
+105
+167% +$3.71K ﹤0.01% 510
2023
Q3 		$2.24K Hold
63
– – ﹤0.01% 658
2023
Q2 		$2.21K Hold
63
– – ﹤0.01% 639
2023
Q1 		$2.89K Sell
63
-3
-5% -$145 ﹤0.01% 603
2022
Q4 		$2.9K Sell
66
-67
-50% -$3.32K ﹤0.01% 626
2022
Q3 		$6K Buy
133
+5
+4% +$258 ﹤0.01% 512
2022
Q2 		$6K Hold
128
– – ﹤0.01% 533
2022
Q1 		$9K Buy
128
+65
+103% +$3.25K ﹤0.01% 451
2021
Q4 		$2K Buy
+63
New +$2.41K ﹤0.01% 760

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

Lee Financial's MOS Position: Q1 2024 in Review

Lee Financial sold out of The Mosaic Company (MOS) in Q1 2024, closing a stake of 168 shares — an estimated $6K sold.

Lee Financial first reported a position in MOS in Q4 2021 and held it in 9 quarters. The position peaked at $9K in Q1 2022. 655 funds tracked by Wall St. Rank hold MOS as of Q1 2024.

  • Lee Financial reported no remaining The Mosaic Company position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 168 The Mosaic Company shares in Q1 2024, an estimated $6K.
  • Lee Financial first reported a position in The Mosaic Company in Q4 2021 and held it in 9 quarters.
  • Lee Financial's The Mosaic Company position peaked at $9K in Q1 2022.
  • 655 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.