MA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return