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UBP Investment Advisors’s The Mosaic Company MOS Stock Holding History

UBP Investment Advisors’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 		$830K Sell
17,108
-4,802
-22% -$248K 0.43% 38
2022
Q2 		$1.03M Sell
21,910
-33,670
-61% -$2.06M 0.41% 32
2022
Q1 		$2.22M Buy
55,580
+34,933
+169% +$1.75M 0.83% 27
2021
Q4 		$810K Buy
20,647
+179
+0.9% +$6.85K 0.29% 60
2021
Q3 		$730K Buy
20,468
+373
+2% +$11.9K 0.28% 59
2021
Q2 		$640K Buy
+20,095
New +$682K 0.24% 68

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBP Investment Advisors's MOS Position: Q3 2022 in Review

UBP Investment Advisors reduced its The Mosaic Company (MOS) stake by 22% in Q3 2022, selling an estimated $248K and leaving 17,108 shares worth $830K. The position accounts for 0.43% of the portfolio, ranked #38.

UBP Investment Advisors first reported a position in MOS in Q2 2021 and has held it in 6 quarters since. The position peaked at $2.22M in Q1 2022. 756 funds tracked by Wall St. Rank hold MOS as of Q3 2022.

  • UBP Investment Advisors held 17,108 shares of The Mosaic Company worth $830K as of Q3 2022.
  • UBP Investment Advisors sold 4,802 The Mosaic Company shares in Q3 2022, an estimated $248K.
  • The Mosaic Company made up 0.43% of UBP Investment Advisors's portfolio in Q3 2022, its #38 holding.
  • UBP Investment Advisors first reported a position in The Mosaic Company in Q2 2021 and has held it in 6 quarters since.
  • UBP Investment Advisors's The Mosaic Company position peaked at $2.22M in Q1 2022.
  • 756 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.