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

Steward 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
2023 Q3	$6K	Buy	+175	New	+$6.71K	﹤0.01%	555
2023 Q2	–	Sell	-169	Closed	-$7K	–	786
2023 Q1	$7K	Buy	169 +96	+132%	+$4.65K	﹤0.01%	250
2022 Q4	$3K	Buy	+73	New	+$3.61K	﹤0.01%	273
2022 Q3	–	Sell	-118	Closed	-$5K	–	842
2022 Q2	$5K	Buy	+118	New	+$7.23K	﹤0.01%	340

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Steward Financial Group's MOS Position: Q3 2023 in Review

Steward Financial Group opened a new position in The Mosaic Company (MOS) in Q3 2023: 175 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MOS as recently as Q1 2023.

Steward Financial Group first reported a position in MOS in Q2 2022 and has held it in 4 quarters since. The position peaked at $7K in Q1 2023. 660 funds tracked by Wall St. Rank hold MOS as of Q3 2023.

Steward Financial Group held 175 shares of The Mosaic Company worth $6K as of Q3 2023.
The Mosaic Company was a new Steward Financial Group position in Q3 2023.
The Mosaic Company made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #555 holding.
Steward Financial Group first reported a position in The Mosaic Company in Q2 2022 and has held it in 4 quarters since.
Steward Financial Group's The Mosaic Company position peaked at $7K in Q1 2023.
660 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.