West Branch Capital’s The Mosaic Company MOS Stock Holding History

West Branch Capital’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
2024 Q4	–	Sell	-1	Closed	-$37	–	599
2024 Q3	$37	Buy	+1	New	+$28	﹤0.01%	612

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

West Branch Capital's MOS Position: Q4 2024 in Review

West Branch Capital sold out of The Mosaic Company (MOS) in Q4 2024, closing a stake of 1 share — an estimated $37 sold.

West Branch Capital first reported a position in MOS in Q3 2024 and held it in 1 quarter. The position peaked at $37 in Q3 2024. 624 funds tracked by Wall St. Rank hold MOS as of Q4 2024.

West Branch Capital reported no remaining The Mosaic Company position as of Q4 2024 after selling out during the quarter.
West Branch Capital sold 1 The Mosaic Company share in Q4 2024, an estimated $37.
West Branch Capital first reported a position in The Mosaic Company in Q3 2024 and held it in 1 quarter.
West Branch Capital's The Mosaic Company position peaked at $37 in Q3 2024.
624 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.