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Shelton Capital Management’s The Mosaic Company MOS Stock Holding History

Shelton Capital 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
2023
Q2 		– Sell
-45,369
Closed -$2.08M – 744
2023
Q1 		$2.08M Buy
+45,369
New +$2.2M 0.09% 204
2022
Q4 		– Sell
-52,068
Closed -$2.52M – 709
2022
Q3 		$2.52M Sell
52,068
-2,400
-4% -$124K 0.12% 177
2022
Q2 		$2.57M Sell
54,468
-82,801
-60% -$5.07M 0.12% 183
2022
Q1 		$9.13M Sell
137,269
-67,399
-33% -$3.37M 0.34% 71
2021
Q4 		$8.04M Buy
+204,668
New +$7.84M 0.28% 78
2019
Q4 		– Sell
-18,168
Closed -$372K – 855
2019
Q3 		$372K Sell
18,168
-13,700
-43% -$298K 0.02% 439
2019
Q2 		$798K Buy
31,868
+31,355
+6,112% +$765K 0.05% 257
2019
Q1 		$18.8K Buy
+513
New +$15.6K 0.07% 240
2017
Q4 		– Sell
-186,568
Closed -$4.03M – 869
2017
Q3 		$4.03M Buy
186,568
+28,200
+18% +$611K 0.27% 87
2017
Q2 		$3.62M Buy
158,368
+43,400
+38% +$1.07M 0.26% 87
2017
Q1 		$3.35M Buy
114,968
+34,700
+43% +$1.07M 0.23% 88
2016
Q4 		$2.35M Buy
+80,268
New +$2.15M 0.18% 113

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shelton Capital Management's MOS Position: Q2 2023 in Review

Shelton Capital Management sold out of The Mosaic Company (MOS) in Q2 2023, closing a stake of 45,369 shares — an estimated $2.08M sold.

Shelton Capital Management first reported a position in MOS in Q4 2016 and held it in 12 quarters. The position peaked at $9.13M in Q1 2022. 674 funds tracked by Wall St. Rank hold MOS as of Q2 2023.

  • Shelton Capital Management reported no remaining The Mosaic Company position as of Q2 2023 after selling out during the quarter.
  • Shelton Capital Management sold 45,369 The Mosaic Company shares in Q2 2023, an estimated $2.08M.
  • Shelton Capital Management first reported a position in The Mosaic Company in Q4 2016 and held it in 12 quarters.
  • Shelton Capital Management's The Mosaic Company position peaked at $9.13M in Q1 2022.
  • 674 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2023.

Based on Shelton Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.