Y-Intercept (HK)’s The Mosaic Company MOS Stock Holding History

Y-Intercept (HK)’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
2026 Q1	–	Sell	-143,524	Closed	-$3.46M	–	1874
2025 Q4	$3.46M	Buy	+143,524	New	+$3.87M	0.08%	363
2025 Q3	–	Sell	-240,417	Closed	-$8.77M	–	1859
2025 Q2	$8.77M	Buy	240,417 +161,155	+203%	+$5.16M	0.21%	93
2025 Q1	$2.14M	Buy	+79,262	New	+$2.1M	0.15%	176
2024 Q4	–	Sell	-19,087	Closed	-$511K	–	1486
2024 Q3	$511K	Buy	+19,087	New	+$525K	0.03%	764
2024 Q1	–	Sell	-14,485	Closed	-$518K	–	1616
2023 Q4	$518K	Buy	+14,485	New	+$512K	0.05%	583
2023 Q3	–	Sell	-25,465	Closed	-$891K	–	1396
2023 Q2	$891K	Buy	+25,465	New	+$984K	0.09%	345
2022 Q3	–	Sell	-26,778	Closed	-$1.26M	–	1160
2022 Q2	$1.26M	Buy	+26,778	New	+$1.64M	0.17%	170
2021 Q4	–	Sell	-31,167	Closed	-$1.11M	–	770
2021 Q3	$1.11M	Buy	+31,167	New	+$997K	0.2%	161
2021 Q1	–	Sell	-16,685	Closed	-$370K	–	727
2020 Q4	$370K	Buy	+16,685	New	+$336K	0.16%	244

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Y-Intercept (HK)'s MOS Position: Q1 2026 in Review

Y-Intercept (HK) sold out of The Mosaic Company (MOS) in Q1 2026, closing a stake of 143,524 shares — an estimated $3.46M sold.

Y-Intercept (HK) first reported a position in MOS in Q4 2020 and held it in 9 quarters. The position peaked at $8.77M in Q2 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Y-Intercept (HK) reported no remaining The Mosaic Company position as of Q1 2026 after selling out during the quarter.
Y-Intercept (HK) sold 143,524 The Mosaic Company shares in Q1 2026, an estimated $3.46M.
Y-Intercept (HK) first reported a position in The Mosaic Company in Q4 2020 and held it in 9 quarters.
Y-Intercept (HK)'s The Mosaic Company position peaked at $8.77M in Q2 2025.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.