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Phoenix Financial’s The Mosaic Company MOS Stock Holding History

Phoenix Financial’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
2022
Q2 		– Sell
-27,902
Closed -$1.71M – 411
2022
Q1 		$1.85M Sell
27,902
-1,213,237
-98% -$60.7M 0.03% 201
2021
Q4 		$48.8M Sell
1,241,139
-247,456
-17% -$9.47M 0.8% 41
2021
Q3 		$53.2M Buy
1,488,595
+119,572
+9% +$3.82M 0.92% 36
2021
Q2 		$43.7M Buy
1,369,023
+19,766
+1% +$670K 0.83% 45
2021
Q1 		$42.6M Sell
1,349,257
-132,762
-9% -$3.91M 0.96% 32
2020
Q4 		$34M Buy
1,482,019
+71,622
+5% +$1.44M 0.91% 34
2020
Q3 		$24.3M Buy
1,410,397
+311,943
+28% +$5.08M 1.02% 30
2020
Q2 		$13.1M Buy
1,098,454
+214,338
+24% +$2.57M 0.55% 59
2020
Q1 		$9.34M Sell
884,116
-67,900
-7% -$1.15M 0.47% 69
2019
Q4 		$20.5M Sell
952,016
-724,360
-43% -$14.4M 0.86% 53
2019
Q3 		$32.8M Buy
+1,676,376
New +$36.5M 1.55% 11

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phoenix Financial's MOS Position: Q2 2022 in Review

Phoenix Financial sold out of The Mosaic Company (MOS) in Q2 2022, closing a stake of 27,902 shares — an estimated $1.71M sold.

Phoenix Financial first reported a position in MOS in Q3 2019 and held it in 11 quarters. The position peaked at $53.2M in Q3 2021. 781 funds tracked by Wall St. Rank hold MOS as of Q2 2022.

  • Phoenix Financial reported no remaining The Mosaic Company position as of Q2 2022 after selling out during the quarter.
  • Phoenix Financial sold 27,902 The Mosaic Company shares in Q2 2022, an estimated $1.71M.
  • Phoenix Financial first reported a position in The Mosaic Company in Q3 2019 and held it in 11 quarters.
  • Phoenix Financial's The Mosaic Company position peaked at $53.2M in Q3 2021.
  • 781 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2022.

Based on Phoenix Financial's 13F filing for Q2 2022, filed 15 Aug 2022.