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Advisory Research’s Kosmos Energy KOS Stock Holding History

Advisory Research’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-370,542
Closed -$3.03M – 405
2023
Q3 		$3.03M Buy
+370,542
New +$2.63M 0.42% 59
2023
Q2 		– Sell
-89,957
Closed -$669K – 460
2023
Q1 		$669K Buy
+89,957
New +$659K 0.11% 215

Other funds holding KOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisory Research's KOS Position: Q4 2023 in Review

Advisory Research sold out of Kosmos Energy (KOS) in Q4 2023, closing a stake of 370,542 shares — an estimated $3.03M sold.

Advisory Research first reported a position in KOS in Q1 2023 and held it in 2 quarters. The position peaked at $3.03M in Q3 2023. 245 funds tracked by Wall St. Rank hold KOS as of Q4 2023.

  • Advisory Research reported no remaining Kosmos Energy position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 370,542 Kosmos Energy shares in Q4 2023, an estimated $3.03M.
  • Advisory Research first reported a position in Kosmos Energy in Q1 2023 and held it in 2 quarters.
  • Advisory Research's Kosmos Energy position peaked at $3.03M in Q3 2023.
  • 245 funds tracked by Wall St. Rank held Kosmos Energy as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.