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LWM
Lenox Wealth Management’s
The Mosaic Company
MOS
Stock Holding History
Lenox Wealth 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
2020
Q2
$2K
Sell
174
-462
-73%
-$5.54K
﹤0.01%
648
2020
Q1
$6K
Buy
+636
New
+$10.8K
﹤0.01%
470
2017
Q2
–
Sell
-74
Closed
-$2K
–
501
2017
Q1
$2K
Hold
74
–
–
﹤0.01%
215
2016
Q4
$2K
Hold
74
–
–
﹤0.01%
223
2016
Q3
$2K
Hold
74
–
–
﹤0.01%
211
2016
Q2
$2K
Hold
74
–
–
﹤0.01%
219
2016
Q1
$2K
Hold
74
–
–
﹤0.01%
225
2015
Q4
$2K
Sell
74
-69
-48%
-$2.2K
﹤0.01%
228
2015
Q3
$4K
Hold
143
–
–
﹤0.01%
131
2015
Q2
$7K
Hold
143
–
–
0.01%
126
2015
Q1
$7K
Hold
143
–
–
﹤0.01%
130
2014
Q4
$6K
Hold
143
–
–
﹤0.01%
134
2014
Q3
$6K
Hold
143
–
–
﹤0.01%
139
2014
Q2
$7K
Hold
143
–
–
﹤0.01%
135
2014
Q1
$7K
Hold
143
–
–
﹤0.01%
153
2013
Q4
$7K
Buy
+143
New
+$6.63K
﹤0.01%
153
Other funds holding MOS
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Adage Capital Partners
Boston, Massachusetts
$64.8B AUM
42.7%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
SPC
Slate Path Capital
New York
$6.73B AUM
95.97%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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