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Mosaic Family Wealth’s Cisco CSCO Stock Holding History

Mosaic Family Wealth’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$974K Sell
15,378
-1,785
-10% -$102K 0.25% 58
2021
Q3 		$934K Buy
17,163
+5,374
+46% +$302K 0.26% 56
2021
Q2 		$625K Buy
11,789
+1,262
+12% +$66.4K 0.18% 82
2021
Q1 		$544K Sell
10,527
-961
-8% -$45.1K 0.16% 85
2020
Q4 		$514K Sell
11,488
-240
-2% -$9.86K 0.17% 83
2020
Q3 		$462K Buy
11,728
+963
+9% +$42K 0.17% 78
2020
Q2 		$502K Sell
10,765
-1,337
-11% -$58.6K 0.21% 69
2020
Q1 		$476K Sell
12,102
-500
-4% -$21.9K 0.24% 59
2019
Q4 		$604K Sell
12,602
-847
-6% -$39.4K 0.24% 63
2019
Q3 		$664K Buy
13,449
+189
+1% +$9.82K 0.27% 60
2019
Q2 		$726K Buy
13,260
+11
+0.1% +$607 0.3% 53
2019
Q1 		$715K Sell
13,249
-199
-1% -$9.67K 0.29% 49
2018
Q4 		$583K Hold
13,448
– – 0.24% 57
2018
Q3 		$607K Buy
13,448
+610
+5% +$27.4K 0.25% 59
2018
Q2 		$552K Buy
12,838
+92
+0.7% +$4.02K 0.21% 68
2018
Q1 		$547K Sell
12,746
-1,100
-8% -$46.7K 0.2% 67
2017
Q4 		$531K Sell
13,846
-18,196
-57% -$650K 0.19% 74
2017
Q3 		$1.08M Buy
32,042
+4,981
+18% +$159K 0.42% 39
2017
Q2 		$847K Sell
27,061
-1,399
-5% -$45.6K 0.35% 48
2017
Q1 		$962K Sell
28,460
-1,899
-6% -$61.6K 0.42% 44
2016
Q4 		$920K Buy
30,359
+1,874
+7% +$57.1K 0.42% 41
2016
Q3 		$904K Buy
28,485
+7,666
+37% +$236K 0.42% 43
2016
Q2 		$598K Buy
20,819
+7,455
+56% +$209K 0.29% 64
2016
Q1 		$380K Sell
13,364
-29,883
-69% -$769K 0.18% 100
2015
Q4 		$1.17M Buy
+43,247
New +$1.19M 0.52% 31

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mosaic Family Wealth's CSCO Position: Q4 2021 in Review

Mosaic Family Wealth reduced its Cisco (CSCO) stake by 10% in Q4 2021, selling an estimated $102K and leaving 15,378 shares worth $974K. The position accounts for 0.25% of the portfolio, ranked #58.

Mosaic Family Wealth first reported a position in CSCO in Q4 2015 and has held it in 25 quarters since. The position peaked at $1.17M in Q4 2015. 3,016 funds tracked by Wall St. Rank hold CSCO as of Q4 2021.

  • Mosaic Family Wealth held 15,378 shares of Cisco worth $974K as of Q4 2021.
  • Mosaic Family Wealth sold 1,785 Cisco shares in Q4 2021, an estimated $102K.
  • Cisco made up 0.25% of Mosaic Family Wealth's portfolio in Q4 2021, its #58 holding.
  • Mosaic Family Wealth first reported a position in Cisco in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's Cisco position peaked at $1.17M in Q4 2015.
  • 3,016 funds tracked by Wall St. Rank held Cisco as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.