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WD Rutherford’s The Mosaic Company MOS Stock Holding History

WD Rutherford’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
-6,770
Closed -$237K – 82
2023
Q2 		$237K Sell
6,770
-595
-8% -$23K 0.15% 77
2023
Q1 		$338K Sell
7,365
-15,960
-68% -$773K 0.24% 63
2022
Q4 		$1.02M Sell
23,325
-18,460
-44% -$914K 0.8% 41
2022
Q3 		$2.02M Buy
41,785
+13,755
+49% +$711K 1.62% 29
2022
Q2 		$1.32M Buy
28,030
+7,440
+36% +$456K 1.02% 38
2022
Q1 		$1.37M Buy
+20,590
New +$1.03M 0.78% 42

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

WD Rutherford's MOS Position: Q3 2023 in Review

WD Rutherford sold out of The Mosaic Company (MOS) in Q3 2023, closing a stake of 6,770 shares — an estimated $237K sold.

WD Rutherford first reported a position in MOS in Q1 2022 and held it in 6 quarters. The position peaked at $2.02M in Q3 2022. 660 funds tracked by Wall St. Rank hold MOS as of Q3 2023.

  • WD Rutherford reported no remaining The Mosaic Company position as of Q3 2023 after selling out during the quarter.
  • WD Rutherford sold 6,770 The Mosaic Company shares in Q3 2023, an estimated $237K.
  • WD Rutherford first reported a position in The Mosaic Company in Q1 2022 and held it in 6 quarters.
  • WD Rutherford's The Mosaic Company position peaked at $2.02M in Q3 2022.
  • 660 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2023.

Based on WD Rutherford's 13F filing for Q3 2023, filed 24 Oct 2023.