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Planned Solutions’s The Mosaic Company MOS Stock Holding History

Planned 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
2024
Q4 		– Sell
-1,455
Closed -$39K – 430
2024
Q3 		$39K Buy
+1,455
New +$40K 0.02% 329
2024
Q1 		– Sell
-1,830
Closed -$65.4K – 369
2023
Q4 		$65.4K Buy
+1,830
New +$64.6K 0.03% 245

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Planned Solutions's MOS Position: Q4 2024 in Review

Planned Solutions sold out of The Mosaic Company (MOS) in Q4 2024, closing a stake of 1,455 shares — an estimated $39K sold.

Planned Solutions first reported a position in MOS in Q4 2023 and held it in 2 quarters. The position peaked at $65.4K in Q4 2023. 626 funds tracked by Wall St. Rank hold MOS as of Q4 2024.

  • Planned Solutions reported no remaining The Mosaic Company position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,455 The Mosaic Company shares in Q4 2024, an estimated $39K.
  • Planned Solutions first reported a position in The Mosaic Company in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's The Mosaic Company position peaked at $65.4K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.