Surevest’s The Mosaic Company MOS Stock Holding History

Surevest’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	$1K	Hold	14	–	–	﹤0.01%	470
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	508
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	481
2021 Q4	$1K	Buy	+14	New	+$536	﹤0.01%	488

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Surevest's MOS Position: Q3 2022 in Review

Surevest held its The Mosaic Company (MOS) position steady in Q3 2022 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Surevest first reported a position in MOS in Q4 2021 and has held it in 4 quarters since. 755 funds tracked by Wall St. Rank hold MOS as of Q3 2022.

Surevest held 14 shares of The Mosaic Company worth $1K as of Q3 2022.
Surevest left its The Mosaic Company share count unchanged in Q3 2022.
The Mosaic Company made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #470 holding.
Surevest first reported a position in The Mosaic Company in Q4 2021 and has held it in 4 quarters since.
755 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.