Mutual Advisors’s The Mosaic Company MOS Stock Holding History

Mutual 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 Q4	–	Sell	-11,366	Closed	-$304K	–	1115
2024 Q3	$304K	Sell	11,366 -668	-6%	-$18.4K	0.01%	894
2024 Q2	$352K	Buy	+12,034	New	+$363K	0.01%	831
2023 Q4	–	Sell	-5,985	Closed	-$213K	–	1049
2023 Q3	$213K	Buy	5,985 +185	+3%	+$7.1K	0.01%	897
2023 Q2	$203K	Buy	+5,800	New	+$224K	0.01%	943
2022 Q2	–	Sell	-8,306	Closed	-$552K	–	906
2022 Q1	$552K	Sell	8,306 -1,134	-12%	-$56.7K	0.03%	544
2021 Q4	$371K	Buy	+9,440	New	+$361K	0.02%	669

Other funds holding MOS

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mutual Advisors's MOS Position: Q4 2024 in Review

Mutual Advisors sold out of The Mosaic Company (MOS) in Q4 2024, closing a stake of 11,366 shares — an estimated $304K sold.

Mutual Advisors first reported a position in MOS in Q4 2021 and held it in 6 quarters. The position peaked at $552K in Q1 2022. 626 funds tracked by Wall St. Rank hold MOS as of Q4 2024.

Mutual Advisors reported no remaining The Mosaic Company position as of Q4 2024 after selling out during the quarter.
Mutual Advisors sold 11,366 The Mosaic Company shares in Q4 2024, an estimated $304K.
Mutual Advisors first reported a position in The Mosaic Company in Q4 2021 and held it in 6 quarters.
Mutual Advisors's The Mosaic Company position peaked at $552K in Q1 2022.
626 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2024.

Based on Mutual Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.