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Wright Investors Service’s The Mosaic Company MOS Stock Holding History

Wright Investors Service’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
-9,641
Closed -$344K – 157
2023
Q4 		$344K Sell
9,641
-63
-0.6% -$2.23K 0.1% 137
2023
Q3 		$345K Sell
9,704
-12,878
-57% -$494K 0.1% 133
2023
Q2 		$790K Sell
22,582
-7,924
-26% -$306K 0.22% 108
2023
Q1 		$1.4M Sell
30,506
-6,779
-18% -$328K 0.4% 84
2022
Q4 		$1.64M Buy
37,285
+56
+0.2% +$2.77K 0.47% 78
2022
Q3 		$1.8M Buy
+37,229
New +$1.92M 0.57% 65

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

Wright Investors Service's MOS Position: Q1 2024 in Review

Wright Investors Service sold out of The Mosaic Company (MOS) in Q1 2024, closing a stake of 9,641 shares — an estimated $344K sold.

Wright Investors Service first reported a position in MOS in Q3 2022 and held it in 6 quarters. The position peaked at $1.8M in Q3 2022. 655 funds tracked by Wall St. Rank hold MOS as of Q1 2024.

  • Wright Investors Service reported no remaining The Mosaic Company position as of Q1 2024 after selling out during the quarter.
  • Wright Investors Service sold 9,641 The Mosaic Company shares in Q1 2024, an estimated $344K.
  • Wright Investors Service first reported a position in The Mosaic Company in Q3 2022 and held it in 6 quarters.
  • Wright Investors Service's The Mosaic Company position peaked at $1.8M in Q3 2022.
  • 655 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2024.

Based on Wright Investors Service's 13F filing for Q1 2024, filed 2 May 2024.