Mudita Advisors’s The Mosaic Company MOS Stock Holding History

Mudita Advisors’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
2024 Q3	–	Sell	-142,812	Closed	-$4.13M	–	18
2024 Q2	$4.13M	Sell	142,812 -75,000	-34%	-$2.26M	2.11%	14
2024 Q1	$7.07M	Sell	217,812 -37,700	-15%	-$1.2M	4.21%	9
2023 Q4	$9.13M	Sell	255,512 -5,300	-2%	-$187K	6.34%	6
2023 Q3	$9.28M	Buy	260,812 +14,300	+6%	+$549K	6.78%	5
2023 Q2	$8.63M	Buy	246,512 +57,300	+30%	+$2.21M	6.6%	5
2023 Q1	$8.68M	Buy	189,212 +8,864	+5%	+$429K	7.78%	6
2022 Q4	$7.91M	Hold	180,348	–	–	6.91%	6
2022 Q3	$8.72M	Hold	180,348	–	–	8.09%	4
2022 Q2	$8.52M	Hold	180,348	–	–	6.85%	7
2022 Q1	$12M	Sell	180,348 -4,750	-3%	-$238K	8.02%	5
2021 Q4	$7.27M	Buy	+185,098	New	+$7.09M	6.56%	7

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mudita Advisors's MOS Position: Q3 2024 in Review

Mudita Advisors sold out of The Mosaic Company (MOS) in Q3 2024, closing a stake of 142,812 shares — an estimated $4.13M sold.

Mudita Advisors first reported a position in MOS in Q4 2021 and held it in 11 quarters. The position peaked at $12M in Q1 2022. 635 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

Mudita Advisors reported no remaining The Mosaic Company position as of Q3 2024 after selling out during the quarter.
Mudita Advisors sold 142,812 The Mosaic Company shares in Q3 2024, an estimated $4.13M.
Mudita Advisors first reported a position in The Mosaic Company in Q4 2021 and held it in 11 quarters.
Mudita Advisors's The Mosaic Company position peaked at $12M in Q1 2022.
635 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on Mudita Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.