Ownership history in Gradient Investments LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Gradient Investments LLC reported a position in MOSAIC CO NEW COM (MOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Gradient Investments LLC underperformed the S&P 500 by β47.0% annually on this MOS position. Timing score: 57% (4/7 decisions correct). Average cost basis: $34.08. Maximum drawdown during holding period: β39.5%.
β Significantly underperformed the S&P 500 by 47.0% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $22.30 (2016 Q1) Β· Worst: $43.82 (2022 Q3)
πͺ Held through 2 major drawdowns (>20%).
6 adds Β· 3 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.21% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size