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MHS
M Holdings Securities’s
The Mosaic Company
MOS
Stock Holding History
M Holdings Securities’s Portfolio
MOS Stock Details
MOS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
$401K
Sell
12,578
-300
-2%
-$10.2K
0.04%
200
2021
Q1
$407K
Buy
+12,878
New
+$380K
0.04%
329
2015
Q3
–
Sell
-4,359
Closed
-$204K
–
197
2015
Q2
$204K
Sell
4,359
-19
-0.4%
-$862
0.14%
173
2015
Q1
$202K
Hold
4,378
–
–
0.13%
171
2014
Q4
$200K
Sell
4,378
-172
-4%
-$7.62K
0.13%
172
2014
Q3
$193K
Buy
4,550
+200
+5%
+$9.4K
0.11%
181
2014
Q2
$215K
Hold
4,350
–
–
0.14%
169
2014
Q1
$218K
Buy
+4,350
New
+$207K
0.23%
121
Other funds holding MOS
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$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
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
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
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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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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