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Tilia Fiduciary Partners’s The Mosaic Company MOS Stock Holding History

Tilia Fiduciary Partners’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 		– Sell
-364
Closed -$12.7K – 325
2023
Q2 		$12.7K Buy
364
+3
+0.8% +$116 0.01% 355
2023
Q1 		$16.6K Buy
361
+174
+93% +$8.43K 0.02% 324
2022
Q4 		$8.19K Buy
+187
New +$9.26K 0.01% 371

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Tilia Fiduciary Partners's MOS Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of The Mosaic Company (MOS) in Q3 2023, closing a stake of 364 shares — an estimated $12.7K sold.

Tilia Fiduciary Partners first reported a position in MOS in Q4 2022 and held it in 3 quarters. The position peaked at $16.6K in Q1 2023. 660 funds tracked by Wall St. Rank hold MOS as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining The Mosaic Company position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 364 The Mosaic Company shares in Q3 2023, an estimated $12.7K.
  • Tilia Fiduciary Partners first reported a position in The Mosaic Company in Q4 2022 and held it in 3 quarters.
  • Tilia Fiduciary Partners's The Mosaic Company position peaked at $16.6K in Q1 2023.
  • 660 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.