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Simplicity Wealth’s The Mosaic Company MOS Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-178,090
Closed -$5.15M – 931
2024
Q2 		$5.15M Sell
178,090
-6,079
-3% -$183K 0.12% 175
2024
Q1 		$5.98M Buy
+184,169
New +$5.87M 0.14% 146

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Simplicity Wealth's MOS Position: Q3 2024 in Review

Simplicity Wealth sold out of The Mosaic Company (MOS) in Q3 2024, closing a stake of 178,090 shares — an estimated $5.15M sold.

Simplicity Wealth first reported a position in MOS in Q1 2024 and held it in 2 quarters. The position peaked at $5.98M in Q1 2024. 635 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

  • Simplicity Wealth reported no remaining The Mosaic Company position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 178,090 The Mosaic Company shares in Q3 2024, an estimated $5.15M.
  • Simplicity Wealth first reported a position in The Mosaic Company in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's The Mosaic Company position peaked at $5.98M in Q1 2024.
  • 635 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.