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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates

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

Geode Capital Management

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

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

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