Perkins Coie Trust Company’s The Mosaic Company MOS Stock Holding History

Perkins Coie Trust Company’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
2023 Q4	–	Sell	-19	Closed	-$675	–	490
2023 Q3	$675	Buy	+19	New	+$729	﹤0.01%	481
2021 Q4	–	Sell	-2,205	Closed	-$79K	–	255
2021 Q3	$79K	Hold	2,205	–	–	0.02%	126
2021 Q2	$70K	Hold	2,205	–	–	0.02%	138
2021 Q1	$70K	Hold	2,205	–	–	0.02%	130
2020 Q4	$51K	Hold	2,205	–	–	0.02%	149
2020 Q3	$40K	Hold	2,205	–	–	0.02%	154
2020 Q2	$28K	Hold	2,205	–	–	0.01%	176
2020 Q1	$24K	Hold	2,205	–	–	0.01%	194
2019 Q4	$48K	Hold	2,205	–	–	0.02%	177
2019 Q3	$45K	Hold	2,205	–	–	0.02%	174
2019 Q2	$55K	Hold	2,205	–	–	0.03%	157
2019 Q1	$60K	Hold	2,205	–	–	0.03%	150
2018 Q4	$64K	Hold	2,205	–	–	0.03%	139
2018 Q3	$72K	Hold	2,205	–	–	0.03%	144
2018 Q2	$62K	Hold	2,205	–	–	0.03%	149
2018 Q1	$54K	Hold	2,205	–	–	0.03%	159
2017 Q4	$57K	Hold	2,205	–	–	0.03%	154
2017 Q3	$48K	Hold	2,205	–	–	0.02%	172
2017 Q2	$50K	Hold	2,205	–	–	0.03%	168
2017 Q1	$64K	Hold	2,205	–	–	0.04%	135
2016 Q4	$65K	Hold	2,205	–	–	0.04%	133
2016 Q3	$54K	Hold	2,205	–	–	0.03%	135
2016 Q2	$58K	Hold	2,205	–	–	0.04%	128
2016 Q1	$60K	Buy	+2,205	New	+$57.6K	0.04%	126

Other funds holding MOS

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Perkins Coie Trust Company's MOS Position: Q4 2023 in Review

Perkins Coie Trust Company sold out of The Mosaic Company (MOS) in Q4 2023, closing a stake of 19 shares — an estimated $675 sold.

Perkins Coie Trust Company first reported a position in MOS in Q1 2016 and held it in 24 quarters. The position peaked at $79K in Q3 2021. 682 funds tracked by Wall St. Rank hold MOS as of Q4 2023.

Perkins Coie Trust Company reported no remaining The Mosaic Company position as of Q4 2023 after selling out during the quarter.
Perkins Coie Trust Company sold 19 The Mosaic Company shares in Q4 2023, an estimated $675.
Perkins Coie Trust Company first reported a position in The Mosaic Company in Q1 2016 and held it in 24 quarters.
Perkins Coie Trust Company's The Mosaic Company position peaked at $79K in Q3 2021.
682 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2023.

Based on Perkins Coie Trust Company's 13F filing for Q4 2023, filed 9 Jan 2024.