PL
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Perpetual Ltd’s The Mosaic Company MOS Stock Holding History

Perpetual Ltd’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
-11,632
Closed -$312K – 443
2024
Q3 		$312K Sell
11,632
-7,814
-40% -$215K ﹤0.01% 367
2024
Q2 		$562K Buy
+19,446
New +$586K 0.01% 328
2024
Q1 		– Sell
-11,221
Closed -$401K – 460
2023
Q4 		$401K Sell
11,221
-4,422
-28% -$156K ﹤0.01% 357
2023
Q3 		$557K Sell
15,643
-18,331
-54% -$703K 0.01% 344
2023
Q2 		$1.19M Buy
33,974
+11,530
+51% +$446K 0.01% 291
2023
Q1 		$1.03M Buy
+22,444
New +$1.09M 0.01% 328
2013
Q3 		– Sell
-22,639
Closed -$1.22M – 234
2013
Q2 		$1.22M Buy
+22,639
New +$1.35M 0.18% 116

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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 $1.02T AUM 30.18% 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