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MOS icon

Simplicity Solutions’s The Mosaic Company MOS Stock Holding History

Simplicity 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
2023
Q4 		$2.33M Buy
65,123
+5,417
+9% +$191K 0.06% 275
2023
Q3 		$2.13M Buy
59,706
+1,047
+2% +$40.2K 0.07% 263
2023
Q2 		$2.05M Buy
58,659
+12,000
+26% +$464K 0.06% 305
2023
Q1 		$2.14M Buy
46,659
+7,576
+19% +$367K 0.06% 295
2022
Q4 		$1.71M Buy
39,083
+6,296
+19% +$312K 0.23% 99
2022
Q3 		$1.58M Buy
32,787
+4,024
+14% +$208K 0.23% 107
2022
Q2 		$1.36M Buy
28,763
+6,694
+30% +$410K 0.18% 140
2022
Q1 		$1.47M Sell
22,069
-30,187
-58% -$1.51M 0.18% 122
2021
Q4 		$2.05M Buy
52,256
+28,043
+116% +$1.07M 0.23% 106
2021
Q3 		$865K Buy
24,213
+6,216
+35% +$199K 0.13% 171
2021
Q2 		$574K Buy
17,997
+3,343
+23% +$113K 0.11% 200
2021
Q1 		$463K Buy
+14,654
New +$432K 0.1% 218
2017
Q3 		– Sell
-37,032
Closed -$845K – 318
2017
Q2 		$845K Buy
37,032
+4,267
+13% +$105K 0.1% 178
2017
Q1 		$956K Buy
32,765
+3,026
+10% +$93.4K 0.15% 149
2016
Q4 		$872K Buy
29,739
+19,357
+186% +$519K 0.2% 116
2016
Q3 		$254K Sell
10,382
-18,736
-64% -$511K 0.12% 207
2016
Q2 		$762K Buy
29,118
+5,176
+22% +$137K 0.41% 68
2016
Q1 		$646K Buy
+23,942
New +$625K 0.4% 81

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Simplicity Solutions's MOS Position: Q4 2023 in Review

Simplicity Solutions increased its The Mosaic Company (MOS) stake by 9.1% in Q4 2023, buying an estimated $191K and bringing the position to 65,123 shares worth $2.33M. The position accounts for 0.06% of the portfolio, ranked #275.

Simplicity Solutions first reported a position in MOS in Q1 2016 and has held it in 18 quarters since. 681 funds tracked by Wall St. Rank hold MOS as of Q4 2023.

  • Simplicity Solutions held 65,123 shares of The Mosaic Company worth $2.33M as of Q4 2023.
  • Simplicity Solutions bought 5,417 The Mosaic Company shares in Q4 2023, an estimated $191K.
  • The Mosaic Company made up 0.06% of Simplicity Solutions's portfolio in Q4 2023, its #275 holding.
  • Simplicity Solutions first reported a position in The Mosaic Company in Q1 2016 and has held it in 18 quarters since.
  • 681 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.