Measured Wealth Private Client Group’s The Mosaic Company MOS Stock Holding History

Measured Wealth Private Client Group’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
2022 Q3	–	Sell	-5,056	Closed	-$239K	–	175
2022 Q2	$239K	Buy	5,056 +622	+14%	+$38.1K	0.11%	140
2022 Q1	$295K	Buy	+4,434	New	+$222K	0.11%	115
2018 Q4	–	Sell	-74	Closed	-$2K	–	465
2018 Q3	$2K	Buy	+74	New	+$2.23K	﹤0.01%	774

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Measured Wealth Private Client Group's MOS Position: Q3 2022 in Review

Measured Wealth Private Client Group sold out of The Mosaic Company (MOS) in Q3 2022, closing a stake of 5,056 shares — an estimated $239K sold.

Measured Wealth Private Client Group first reported a position in MOS in Q3 2018 and held it in 3 quarters. The position peaked at $295K in Q1 2022. 756 funds tracked by Wall St. Rank hold MOS as of Q3 2022.

Measured Wealth Private Client Group reported no remaining The Mosaic Company position as of Q3 2022 after selling out during the quarter.
Measured Wealth Private Client Group sold 5,056 The Mosaic Company shares in Q3 2022, an estimated $239K.
Measured Wealth Private Client Group first reported a position in The Mosaic Company in Q3 2018 and held it in 3 quarters.
Measured Wealth Private Client Group's The Mosaic Company position peaked at $295K in Q1 2022.
756 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2022, filed 27 Oct 2022.