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

West Oak 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
Q1 		– Sell
-140
Closed -$5K – 308
2023
Q4 		$5K Hold
140
– – ﹤0.01% 269
2023
Q3 		$5K Hold
140
– – ﹤0.01% 267
2023
Q2 		$4.9K Hold
140
– – ﹤0.01% 273
2023
Q1 		$6.42K Hold
140
– – ﹤0.01% 266
2022
Q4 		$6K Hold
140
– – ﹤0.01% 234
2022
Q3 		$7K Hold
140
– – ﹤0.01% 261
2022
Q2 		$7K Hold
140
– – ﹤0.01% 262
2022
Q1 		$9K Buy
+140
New +$7K ﹤0.01% 272
2014
Q4 		– Sell
-100
Closed -$4.44K – 324
2014
Q3 		$4.44K Hold
100
– – ﹤0.01% 236
2014
Q2 		$4.95K Hold
100
– – ﹤0.01% 233
2014
Q1 		$5K Hold
100
– – ﹤0.01% 230
2013
Q4 		$4.73K Hold
100
– – ﹤0.01% 230
2013
Q3 		$4.3K Hold
100
– – ﹤0.01% 230
2013
Q2 		$5.38K Buy
+100
New +$5.95K ﹤0.01% 218

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

West Oak Capital's MOS Position: Q1 2024 in Review

West Oak Capital sold out of The Mosaic Company (MOS) in Q1 2024, closing a stake of 140 shares — an estimated $5K sold.

West Oak Capital first reported a position in MOS in Q2 2013 and held it in 14 quarters. The position peaked at $9K in Q1 2022. 655 funds tracked by Wall St. Rank hold MOS as of Q1 2024.

  • West Oak Capital reported no remaining The Mosaic Company position as of Q1 2024 after selling out during the quarter.
  • West Oak Capital sold 140 The Mosaic Company shares in Q1 2024, an estimated $5K.
  • West Oak Capital first reported a position in The Mosaic Company in Q2 2013 and held it in 14 quarters.
  • West Oak Capital's The Mosaic Company position peaked at $9K in Q1 2022.
  • 655 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2024.

Based on West Oak Capital's 13F filing for Q1 2024, filed 18 Apr 2024.