Moody National Bank Trust Division’s The Mosaic Company MOS Stock Holding History

Moody National Bank Trust Division’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	-9,249	Closed	-$324K	–	625
2023 Q2	$324K	Hold	9,249	–	–	0.02%	485
2023 Q1	$424K	Hold	9,249	–	–	0.04%	417
2022 Q4	$406K	Buy	9,249 +162	+2%	+$8.02K	0.04%	406
2022 Q3	$439K	Hold	9,087	–	–	0.05%	359
2022 Q2	$429K	Hold	9,087	–	–	0.05%	317
2022 Q1	$605K	Hold	9,087	–	–	0.02%	260
2021 Q4	$357K	Hold	9,087	–	–	0.01%	313
2021 Q3	$325K	Hold	9,087	–	–	﹤0.01%	356
2021 Q2	$290K	Hold	9,087	–	–	0.01%	366
2021 Q1	$288K	Hold	9,087	–	–	0.01%	360
2020 Q4	$209K	Buy	+9,087	New	+$183K	0.01%	377
2019 Q2	–	Sell	-6,810	Closed	-$186K	–	738
2019 Q1	$186K	Sell	6,810 -475	-7%	-$14.5K	0.01%	346
2018 Q4	$213K	Hold	7,285	–	–	0.01%	323
2018 Q3	$237K	Sell	7,285 -5,815	-44%	-$175K	0.01%	320
2018 Q2	$367K	Hold	13,100	–	–	0.02%	194
2018 Q1	$318K	Hold	13,100	–	–	0.02%	212
2017 Q4	$336K	Hold	13,100	–	–	0.02%	212
2017 Q3	$283K	Sell	13,100 -1,825	-12%	-$39.5K	0.01%	227
2017 Q2	$340K	Hold	14,925	–	–	0.02%	227
2017 Q1	$436K	Hold	14,925	–	–	0.02%	188
2016 Q4	$438K	Hold	14,925	–	–	0.02%	171
2016 Q3	$365K	Hold	14,925	–	–	0.02%	199
2016 Q2	$391K	Buy	+14,925	New	+$396K	0.02%	186
2013 Q3	–	Sell	-4,035	Closed	-$217K	–	246
2013 Q2	$217K	Buy	+4,035	New	+$240K	0.02%	216

Other funds holding MOS

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Moody National Bank Trust Division's MOS Position: Q3 2023 in Review

Moody National Bank Trust Division sold out of The Mosaic Company (MOS) in Q3 2023, closing a stake of 9,249 shares — an estimated $324K sold.

Moody National Bank Trust Division first reported a position in MOS in Q2 2013 and held it in 24 quarters. The position peaked at $605K in Q1 2022. 660 funds tracked by Wall St. Rank hold MOS as of Q3 2023.

Moody National Bank Trust Division reported no remaining The Mosaic Company position as of Q3 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 9,249 The Mosaic Company shares in Q3 2023, an estimated $324K.
Moody National Bank Trust Division first reported a position in The Mosaic Company in Q2 2013 and held it in 24 quarters.
Moody National Bank Trust Division's The Mosaic Company position peaked at $605K in Q1 2022.
660 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2023.

Based on Moody National Bank Trust Division's 13F filing for Q3 2023, filed 12 Oct 2023.