MIM
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Merrion Investment Management’s The Mosaic Company MOS Stock Holding History

Merrion Investment 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
2023
Q2 		– Sell
-4,385
Closed -$201K – 100
2023
Q1 		$201K Buy
+4,385
New +$212K 0.19% 89
2022
Q4 		– Sell
-4,385
Closed -$211K – 91
2022
Q3 		$211K Buy
+4,385
New +$227K 0.21% 85

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Merrion Investment Management's MOS Position: Q2 2023 in Review

Merrion Investment Management sold out of The Mosaic Company (MOS) in Q2 2023, closing a stake of 4,385 shares — an estimated $201K sold.

Merrion Investment Management first reported a position in MOS in Q3 2022 and held it in 2 quarters. The position peaked at $211K in Q3 2022. 674 funds tracked by Wall St. Rank hold MOS as of Q2 2023.

  • Merrion Investment Management reported no remaining The Mosaic Company position as of Q2 2023 after selling out during the quarter.
  • Merrion Investment Management sold 4,385 The Mosaic Company shares in Q2 2023, an estimated $201K.
  • Merrion Investment Management first reported a position in The Mosaic Company in Q3 2022 and held it in 2 quarters.
  • Merrion Investment Management's The Mosaic Company position peaked at $211K in Q3 2022.
  • 674 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2023.

Based on Merrion Investment Management's 13F filing for Q2 2023, filed 17 Jul 2023.