MFM
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MD Financial Management’s The Mosaic Company MOS Stock Holding History

MD Financial 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
2021
Q4 		$2.1M Buy
53,403
+4,240
+9% +$162K 0.05% 202
2021
Q3 		$1.76M Buy
49,163
+865
+2% +$27.7K 0.04% 212
2021
Q2 		$1.54M Buy
+48,298
New +$1.64M 0.04% 226

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

MD Financial Management's MOS Position: Q4 2021 in Review

MD Financial Management increased its The Mosaic Company (MOS) stake by 8.6% in Q4 2021, buying an estimated $162K and bringing the position to 53,403 shares worth $2.1M. The position accounts for 0.05% of the portfolio, ranked #202.

MD Financial Management first reported a position in MOS in Q2 2021 and has held it in 3 quarters since. 680 funds tracked by Wall St. Rank hold MOS as of Q4 2021.

  • MD Financial Management held 53,403 shares of The Mosaic Company worth $2.1M as of Q4 2021.
  • MD Financial Management bought 4,240 The Mosaic Company shares in Q4 2021, an estimated $162K.
  • The Mosaic Company made up 0.05% of MD Financial Management's portfolio in Q4 2021, its #202 holding.
  • MD Financial Management first reported a position in The Mosaic Company in Q2 2021 and has held it in 3 quarters since.
  • 680 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.