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Wharton Business Group’s The Mosaic Company MOS Stock Holding History

Wharton Business Group’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
2014
Q4 		– Sell
-12,484
Closed -$554K – 142
2014
Q3 		$554K Buy
12,484
+2,010
+19% +$94.5K 0.05% 117
2014
Q2 		$518K Sell
10,474
-53,960
-84% -$2.66M 0.06% 113
2014
Q1 		$3.22M Sell
64,434
-104,426
-62% -$4.97M 0.26% 77
2013
Q4 		$7.98M Sell
168,860
-1,678
-1% -$77.9K 0.67% 43
2013
Q3 		$7.34M Sell
170,538
-13,112
-7% -$610K 0.62% 49
2013
Q2 		$9.88M Buy
+183,650
New +$10.9M 0.86% 39

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ARCT
Anne Ray Charitable Trust Eden Prairie, Minnesota $18.9M AUM 0.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MACF
Margaret A Cargill Foundation Eden Prairie, Minnesota $21.5M AUM 6.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Wharton Business Group's MOS Position: Q4 2014 in Review

Wharton Business Group sold out of The Mosaic Company (MOS) in Q4 2014, closing a stake of 12,484 shares — an estimated $554K sold.

Wharton Business Group first reported a position in MOS in Q2 2013 and held it in 6 quarters. The position peaked at $9.88M in Q2 2013. 529 funds tracked by Wall St. Rank hold MOS as of Q4 2014.

  • Wharton Business Group reported no remaining The Mosaic Company position as of Q4 2014 after selling out during the quarter.
  • Wharton Business Group sold 12,484 The Mosaic Company shares in Q4 2014, an estimated $554K.
  • Wharton Business Group first reported a position in The Mosaic Company in Q2 2013 and held it in 6 quarters.
  • Wharton Business Group's The Mosaic Company position peaked at $9.88M in Q2 2013.
  • 529 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2014.

Based on Wharton Business Group's 13F filing for Q4 2014, filed 12 Feb 2015.