UAS
MOS icon

United Asset Strategies’s The Mosaic Company MOS Stock Holding History

United Asset Strategies’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
Q4 		– Sell
-15,732
Closed -$560K – 246
2023
Q3 		$560K Buy
15,732
+2,122
+16% +$81.4K 0.07% 173
2023
Q2 		$476K Buy
13,610
+4,704
+53% +$182K 0.06% 177
2023
Q1 		$409K Buy
8,906
+686
+8% +$33.2K 0.05% 184
2022
Q4 		$361K Buy
8,220
+129
+2% +$6.39K 0.05% 187
2022
Q3 		$391K Buy
8,091
+3,511
+77% +$181K 0.06% 165
2022
Q2 		$216K Buy
+4,580
New +$281K 0.03% 193
2019
Q2 		– Sell
-119,391
Closed -$3.26M – 203
2019
Q1 		$3.26M Buy
119,391
+15,773
+15% +$481K 0.77% 44
2018
Q4 		$3.03M Buy
103,618
+53,292
+106% +$1.75M 0.83% 41
2018
Q3 		$1.64M Buy
+50,326
New +$1.52M 0.38% 69

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

United Asset Strategies's MOS Position: Q4 2023 in Review

United Asset Strategies sold out of The Mosaic Company (MOS) in Q4 2023, closing a stake of 15,732 shares — an estimated $560K sold.

United Asset Strategies first reported a position in MOS in Q3 2018 and held it in 9 quarters. The position peaked at $3.26M in Q1 2019. 682 funds tracked by Wall St. Rank hold MOS as of Q4 2023.

  • United Asset Strategies reported no remaining The Mosaic Company position as of Q4 2023 after selling out during the quarter.
  • United Asset Strategies sold 15,732 The Mosaic Company shares in Q4 2023, an estimated $560K.
  • United Asset Strategies first reported a position in The Mosaic Company in Q3 2018 and held it in 9 quarters.
  • United Asset Strategies's The Mosaic Company position peaked at $3.26M in Q1 2019.
  • 682 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2023.

Based on United Asset Strategies's 13F filing for Q4 2023, filed 30 Jan 2024.