Lourd Capital’s The Mosaic Company MOS Stock Holding History

Lourd Capital’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
2018 Q4	–	Sell	-6,282	Closed	-$204K	–	326
2018 Q3	$204K	Buy	+6,282	New	+$189K	0.01%	310

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Lourd Capital's MOS Position: Q4 2018 in Review

Lourd Capital sold out of The Mosaic Company (MOS) in Q4 2018, closing a stake of 6,282 shares — an estimated $204K sold.

Lourd Capital first reported a position in MOS in Q3 2018 and held it in 1 quarter. The position peaked at $204K in Q3 2018. 587 funds tracked by Wall St. Rank hold MOS as of Q4 2018.

Lourd Capital reported no remaining The Mosaic Company position as of Q4 2018 after selling out during the quarter.
Lourd Capital sold 6,282 The Mosaic Company shares in Q4 2018, an estimated $204K.
Lourd Capital first reported a position in The Mosaic Company in Q3 2018 and held it in 1 quarter.
Lourd Capital's The Mosaic Company position peaked at $204K in Q3 2018.
587 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2018.

Based on Lourd Capital's 13F filing for Q4 2018, filed 17 Jan 2019.