OPS
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Orion Portfolio Solutions’s The Mosaic Company MOS Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-910
Closed -$11K – 1429
2020
Q2 		$11K Buy
910
+598
+192% +$7.17K ﹤0.01% 1172
2020
Q1 		$3K Sell
312
-1,740
-85% -$29.5K ﹤0.01% 1473
2019
Q4 		$44K Buy
+2,052
New +$40.7K ﹤0.01% 577

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Orion Portfolio Solutions's MOS Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of The Mosaic Company (MOS) in Q3 2020, closing a stake of 910 shares — an estimated $11K sold.

Orion Portfolio Solutions first reported a position in MOS in Q4 2019 and held it in 3 quarters. The position peaked at $44K in Q4 2019. 457 funds tracked by Wall St. Rank hold MOS as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining The Mosaic Company position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 910 The Mosaic Company shares in Q3 2020, an estimated $11K.
  • Orion Portfolio Solutions first reported a position in The Mosaic Company in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's The Mosaic Company position peaked at $44K in Q4 2019.
  • 457 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.