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Meitav Investment House’s The Mosaic Company MOS Stock Holding History

Meitav Investment House’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
2023
Q3 		– Sell
-50,315
Closed -$1.74M – 459
2023
Q2 		$1.74M Sell
50,315
-36,187
-42% -$1.4M 0.03% 183
2023
Q1 		$3.84M Sell
86,502
-6,450
-7% -$312K 0.07% 151
2022
Q4 		$4.05M Sell
92,952
-7,000
-7% -$347K 0.07% 152
2022
Q3 		$4.88M Buy
99,952
+12,258
+14% +$633K 0.09% 143
2022
Q2 		$4.18M Sell
87,694
-31,988
-27% -$1.96M 0.07% 149
2022
Q1 		$7.92M Buy
119,682
+70,804
+145% +$3.54M 0.12% 132
2021
Q4 		$1.95M Sell
48,878
-388,287
-89% -$14.9M 0.03% 207
2021
Q3 		$15.6M Buy
437,165
+19,837
+5% +$634K 0.26% 97
2021
Q2 		$13.3M Buy
417,328
+350,306
+523% +$11.9M 0.34% 76
2021
Q1 		$2.1M Buy
67,022
+11,494
+21% +$339K 0.06% 159
2020
Q4 		$1.23M Buy
+55,528
New +$1.12M 0.05% 159
2020
Q2 		– Sell
-21,300
Closed -$231K – 422
2020
Q1 		$231K Sell
21,300
-847,699
-98% -$14.4M 0.02% 325
2019
Q4 		$18.8M Buy
868,999
+13,176
+2% +$261K 1.36% 20
2019
Q3 		$17.3M Sell
855,823
-239,708
-22% -$5.22M 1.24% 23
2019
Q2 		$27.4M Buy
1,095,531
+97,934
+10% +$2.39M 1.82% 11
2019
Q1 		$27.2M Buy
997,597
+197,604
+25% +$6.03M 1.53% 13
2018
Q4 		$23.1M Buy
799,993
+191,751
+32% +$6.31M 1.43% 19
2018
Q3 		$19.6M Buy
608,242
+227,950
+60% +$6.87M 0.96% 36
2018
Q2 		$10.3M Hold
380,292
– – 0.46% 61
2018
Q1 		$9.23M Sell
380,292
-373,888
-50% -$9.84M 0.47% 58
2017
Q4 		$19.4M Buy
+754,180
New +$17.3M 1.13% 34

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Meitav Investment House's MOS Position: Q3 2023 in Review

Meitav Investment House sold out of The Mosaic Company (MOS) in Q3 2023, closing a stake of 50,315 shares — an estimated $1.74M sold.

Meitav Investment House first reported a position in MOS in Q4 2017 and held it in 21 quarters. The position peaked at $27.4M in Q2 2019. 660 funds tracked by Wall St. Rank hold MOS as of Q3 2023.

  • Meitav Investment House reported no remaining The Mosaic Company position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 50,315 The Mosaic Company shares in Q3 2023, an estimated $1.74M.
  • Meitav Investment House first reported a position in The Mosaic Company in Q4 2017 and held it in 21 quarters.
  • Meitav Investment House's The Mosaic Company position peaked at $27.4M in Q2 2019.
  • 660 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.