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Sovereign Financial Group’s The Mosaic Company MOS Stock Holding History

Sovereign Financial Group’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
-5,638
Closed -$266K – 212
2022
Q2 		$266K Buy
+5,638
New +$345K 0.1% 169

Other funds holding MOS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sovereign Financial Group's MOS Position: Q3 2022 in Review

Sovereign Financial Group sold out of The Mosaic Company (MOS) in Q3 2022, closing a stake of 5,638 shares — an estimated $266K sold.

Sovereign Financial Group first reported a position in MOS in Q2 2022 and held it in 1 quarter. The position peaked at $266K in Q2 2022. 755 funds tracked by Wall St. Rank hold MOS as of Q3 2022.

  • Sovereign Financial Group reported no remaining The Mosaic Company position as of Q3 2022 after selling out during the quarter.
  • Sovereign Financial Group sold 5,638 The Mosaic Company shares in Q3 2022, an estimated $266K.
  • Sovereign Financial Group first reported a position in The Mosaic Company in Q2 2022 and held it in 1 quarter.
  • Sovereign Financial Group's The Mosaic Company position peaked at $266K in Q2 2022.
  • 755 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2022.

Based on Sovereign Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.