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Optimal Asset Management’s The Mosaic Company MOS Stock Holding History

Optimal Asset Management’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
2021
Q3 		$452K Buy
12,647
+30
+0.2% +$960 0.06% 311
2021
Q2 		$403K Sell
12,617
-24
-0.2% -$814 0.05% 325
2021
Q1 		$400K Buy
+12,641
New +$373K 0.05% 315

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Optimal Asset Management's MOS Position: Q3 2021 in Review

Optimal Asset Management increased its The Mosaic Company (MOS) stake by 0.24% in Q3 2021, buying an estimated $960 and bringing the position to 12,647 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #311.

Optimal Asset Management first reported a position in MOS in Q1 2021 and has held it in 3 quarters since. 605 funds tracked by Wall St. Rank hold MOS as of Q3 2021.

  • Optimal Asset Management held 12,647 shares of The Mosaic Company worth $452K as of Q3 2021.
  • Optimal Asset Management bought 30 The Mosaic Company shares in Q3 2021, an estimated $960.
  • The Mosaic Company made up 0.06% of Optimal Asset Management's portfolio in Q3 2021, its #311 holding.
  • Optimal Asset Management first reported a position in The Mosaic Company in Q1 2021 and has held it in 3 quarters since.
  • 605 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.