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Money Concepts Capital’s The Mosaic Company MOS Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-4,759
Closed -$209K – 1956
2022
Q4 		$209K Buy
4,759
+3,821
+407% +$189K 0.01% 658
2022
Q3 		$45K Hold
938
– – ﹤0.01% 734
2022
Q2 		$44K Buy
+938
New +$57.5K ﹤0.01% 727
2021
Q1 		$365K Buy
+11,552
New +$341K 0.03% 371

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Money Concepts Capital's MOS Position: Q1 2023 in Review

Money Concepts Capital sold out of The Mosaic Company (MOS) in Q1 2023, closing a stake of 4,759 shares — an estimated $209K sold.

Money Concepts Capital first reported a position in MOS in Q1 2021 and held it in 4 quarters. The position peaked at $365K in Q1 2021. 718 funds tracked by Wall St. Rank hold MOS as of Q1 2023.

  • Money Concepts Capital reported no remaining The Mosaic Company position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 4,759 The Mosaic Company shares in Q1 2023, an estimated $209K.
  • Money Concepts Capital first reported a position in The Mosaic Company in Q1 2021 and held it in 4 quarters.
  • Money Concepts Capital's The Mosaic Company position peaked at $365K in Q1 2021.
  • 718 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.