MOS Mosaic Co

Ownership history in Lipe & Dalton  ·  6 quarters on record

This page tracks every 13F SEC filing in which Lipe & Dalton reported a position in Mosaic Co (MOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.35% (2025 Q2)
Avg. % of fund
1.78%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 115,145 -3,965 -3.3% 1.37% $2.8M $23.89
2025 Q2 REDUCED 119,110 -435 -0.4% 2.35% $4.3M $35.60
2025 Q1 REDUCED 119,545 -2,035 -1.7% 1.81% $3.2M $26.20
2024 Q4 REDUCED 121,580 -1,735 -1.4% 1.58% $3.0M $23.63
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MOS price (monthly, adj. close)
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