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.
| 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 |
| 2024 Q3 | REDUCED | 123,315 | -270 | -0.2% | 1.67% | $3.3M | $25.54 |
| 2024 Q2 | INITIATED | 123,585 | — | — | 1.92% | $3.6M | — |
As of 2025 Q4 — sorted by position size