Schulhoff & Co’s The Mosaic Company MOS Stock Holding History

Schulhoff & Co’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
2023 Q2	–	Sell	-5,355	Closed	-$246K	–	121
2023 Q1	$246K	Hold	5,355	–	–	0.11%	102
2022 Q4	$235K	Hold	5,355	–	–	0.11%	104
2022 Q3	$258K	Hold	5,355	–	–	0.13%	94
2022 Q2	$252K	Hold	5,355	–	–	0.12%	99
2022 Q1	$356K	Hold	5,355	–	–	0.15%	89
2021 Q4	$210K	Buy	+5,355	New	+$205K	0.09%	114
2018 Q4	–	Sell	-6,625	Closed	-$215K	–	103
2018 Q3	$215K	Buy	+6,625	New	+$200K	0.12%	100
2015 Q3	–	Sell	-5,680	Closed	-$266K	–	106
2015 Q2	$266K	Buy	5,680 +275	+5%	+$12.5K	0.17%	95
2015 Q1	$248K	Buy	5,405 +300	+6%	+$14.6K	0.15%	99
2014 Q4	$233K	Buy	+5,105	New	+$226K	0.14%	102

Other funds holding MOS

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schulhoff & Co's MOS Position: Q2 2023 in Review

Schulhoff & Co sold out of The Mosaic Company (MOS) in Q2 2023, closing a stake of 5,355 shares — an estimated $246K sold.

Schulhoff & Co first reported a position in MOS in Q4 2014 and held it in 10 quarters. The position peaked at $356K in Q1 2022. 673 funds tracked by Wall St. Rank hold MOS as of Q2 2023.

Schulhoff & Co reported no remaining The Mosaic Company position as of Q2 2023 after selling out during the quarter.
Schulhoff & Co sold 5,355 The Mosaic Company shares in Q2 2023, an estimated $246K.
Schulhoff & Co first reported a position in The Mosaic Company in Q4 2014 and held it in 10 quarters.
Schulhoff & Co's The Mosaic Company position peaked at $356K in Q1 2022.
673 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2023.

Based on Schulhoff & Co's 13F filing for Q2 2023, filed 1 Aug 2023.