Yorktown Management & Research Company’s The Mosaic Company MOS Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-8,400	Closed	-$273K	–	218
2024 Q1	$273K	Hold	8,400	–	–	0.26%	188
2023 Q4	$300K	Buy	+8,400	New	+$297K	0.31%	170
2023 Q2	–	Sell	-6,900	Closed	-$317K	–	207
2023 Q1	$317K	Buy	+6,900	New	+$334K	0.34%	126
2017 Q4	–	Sell	-14,000	Closed	-$302K	–	393
2017 Q3	$302K	Buy	+14,000	New	+$303K	0.08%	251
2016 Q1	–	Sell	-56,000	Closed	-$1.54M	–	399
2015 Q4	$1.54M	Hold	56,000	–	–	0.27%	120
2015 Q3	$1.74M	Hold	56,000	–	–	0.29%	129
2015 Q2	$2.62M	Buy	+56,000	New	+$2.54M	0.46%	66

Other funds holding MOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Yorktown Management & Research Company's MOS Position: Q2 2024 in Review

Yorktown Management & Research Company sold out of The Mosaic Company (MOS) in Q2 2024, closing a stake of 8,400 shares — an estimated $273K sold.

Yorktown Management & Research Company first reported a position in MOS in Q2 2015 and held it in 7 quarters. The position peaked at $2.62M in Q2 2015. 645 funds tracked by Wall St. Rank hold MOS as of Q2 2024.

Yorktown Management & Research Company reported no remaining The Mosaic Company position as of Q2 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 8,400 The Mosaic Company shares in Q2 2024, an estimated $273K.
Yorktown Management & Research Company first reported a position in The Mosaic Company in Q2 2015 and held it in 7 quarters.
Yorktown Management & Research Company's The Mosaic Company position peaked at $2.62M in Q2 2015.
645 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2024.

Based on Yorktown Management & Research Company's 13F filing for Q2 2024, filed 30 Jul 2024.