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	–	498
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lenox Wealth Management's MOS Position: Q2 2020 in Review

Lenox Wealth Management reduced its The Mosaic Company (MOS) stake by 73% in Q2 2020, selling an estimated $5.54K and leaving 174 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Lenox Wealth Management first reported a position in MOS in Q4 2013 and has held it in 16 quarters since. The position peaked at $7K in Q2 2015. 434 funds tracked by Wall St. Rank hold MOS as of Q2 2020.

Lenox Wealth Management held 174 shares of The Mosaic Company worth $2K as of Q2 2020.
Lenox Wealth Management sold 462 The Mosaic Company shares in Q2 2020, an estimated $5.54K.
The Mosaic Company made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #648 holding.
Lenox Wealth Management first reported a position in The Mosaic Company in Q4 2013 and has held it in 16 quarters since.
Lenox Wealth Management's The Mosaic Company position peaked at $7K in Q2 2015.
434 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.