Lenox Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$7K	Sell	100 -219	-69%	-$11K	﹤0.01%	529
2021 Q4	$13K	Buy	319 +1	+0.3%	+$38	﹤0.01%	475
2021 Q3	$11K	Hold	318	–	–	﹤0.01%	456
2021 Q2	$10K	Buy	318 +1	+0.3%	+$34	﹤0.01%	477
2021 Q1	$10K	Buy	317 +1	+0.3%	+$29	﹤0.01%	422
2020 Q4	$7K	Sell	316 -600	-66%	-$12.1K	﹤0.01%	473
2020 Q3	$17K	Buy	+916	New	+$14.9K	﹤0.01%	310
2016 Q2	–	Sell	-19	Closed	-$1K	–	241
2016 Q1	$1K	Hold	19	–	–	﹤0.01%	238
2015 Q4	$1K	Hold	19	–	–	﹤0.01%	414
2015 Q3	$1K	Hold	19	–	–	﹤0.01%	386
2015 Q2	$1K	Buy	+19	New	+$862	﹤0.01%	284

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lenox Wealth Advisors's MOS Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its The Mosaic Company (MOS) stake by 69% in Q1 2022, selling an estimated $11K and leaving 100 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Lenox Wealth Advisors first reported a position in MOS in Q2 2015 and has held it in 11 quarters since. The position peaked at $17K in Q3 2020. 830 funds tracked by Wall St. Rank hold MOS as of Q1 2022.

Lenox Wealth Advisors held 100 shares of The Mosaic Company worth $7K as of Q1 2022.
Lenox Wealth Advisors sold 219 The Mosaic Company shares in Q1 2022, an estimated $11K.
The Mosaic Company made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #529 holding.
Lenox Wealth Advisors first reported a position in The Mosaic Company in Q2 2015 and has held it in 11 quarters since.
Lenox Wealth Advisors's The Mosaic Company position peaked at $17K in Q3 2020.
830 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.