Private Ocean’s The Mosaic Company MOS Stock Holding History

Private Ocean’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 Q4	–	Sell	-303	Closed	-$14K	–	604
2022 Q3	$14K	Buy	+303	New	+$15.7K	﹤0.01%	341

Other funds holding MOS

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Private Ocean's MOS Position: Q4 2022 in Review

Private Ocean sold out of The Mosaic Company (MOS) in Q4 2022, closing a stake of 303 shares — an estimated $14K sold.

Private Ocean first reported a position in MOS in Q3 2022 and held it in 1 quarter. The position peaked at $14K in Q3 2022. 763 funds tracked by Wall St. Rank hold MOS as of Q4 2022.

Private Ocean reported no remaining The Mosaic Company position as of Q4 2022 after selling out during the quarter.
Private Ocean sold 303 The Mosaic Company shares in Q4 2022, an estimated $14K.
Private Ocean first reported a position in The Mosaic Company in Q3 2022 and held it in 1 quarter.
Private Ocean's The Mosaic Company position peaked at $14K in Q3 2022.
763 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2022.

Based on Private Ocean's 13F filing for Q4 2022, filed 2 Feb 2023.