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Rockbridge Investment Management’s The Mosaic Company MOS Stock Holding History

Rockbridge Investment Management’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
Q3 		– Sell
-2
Closed -$95 – 406
2022
Q2 		$95 Hold
2
– – ﹤0.01% 634
2022
Q1 		$132 Hold
2
– – ﹤0.01% 788
2021
Q4 		$0 Buy
+2
New +$77 ﹤0.01% 806
2021
Q3 		– Sell
-215
Closed -$7K – 751
2021
Q2 		$7K Hold
215
– – ﹤0.01% 569
2021
Q1 		$7K Hold
215
– – ﹤0.01% 545
2020
Q4 		$5K Buy
+215
New +$4.33K ﹤0.01% 570

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rockbridge Investment Management's MOS Position: Q3 2022 in Review

Rockbridge Investment Management sold out of The Mosaic Company (MOS) in Q3 2022, closing a stake of 2 shares — an estimated $95 sold.

Rockbridge Investment Management first reported a position in MOS in Q4 2020 and held it in 6 quarters. The position peaked at $7K in Q2 2021. 756 funds tracked by Wall St. Rank hold MOS as of Q3 2022.

  • Rockbridge Investment Management reported no remaining The Mosaic Company position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 2 The Mosaic Company shares in Q3 2022, an estimated $95.
  • Rockbridge Investment Management first reported a position in The Mosaic Company in Q4 2020 and held it in 6 quarters.
  • Rockbridge Investment Management's The Mosaic Company position peaked at $7K in Q2 2021.
  • 756 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.