Berman Capital Advisors’s Kosmos Energy KOS Stock Holding History

Berman Capital Advisors’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
2021 Q3	$2K	Buy	+765	New	+$1.87K	﹤0.01%	1701
2020 Q1	–	Sell	-990	Closed	-$5K	–	1573
2019 Q4	$5K	Buy	990 +9	+0.9%	+$54	﹤0.01%	976
2019 Q3	$6K	Sell	981 -23	-2%	-$141	﹤0.01%	898
2019 Q2	$6K	Buy	1,004 +7	+0.7%	+$45	﹤0.01%	908
2019 Q1	$6K	Buy	997 +968	+3,338%	+$5.37K	﹤0.01%	819
2018 Q4	$0	Buy	+29	New	+$179	﹤0.01%	1191

Other funds holding KOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Berman Capital Advisors's KOS Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Kosmos Energy (KOS) in Q3 2021: 765 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1701 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in KOS as recently as Q4 2019.

Berman Capital Advisors first reported a position in KOS in Q4 2018 and has held it in 6 quarters since. The position peaked at $6K in Q3 2019. 162 funds tracked by Wall St. Rank hold KOS as of Q3 2021.

Berman Capital Advisors held 765 shares of Kosmos Energy worth $2K as of Q3 2021.
Kosmos Energy was a new Berman Capital Advisors position in Q3 2021.
Kosmos Energy made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1701 holding.
Berman Capital Advisors first reported a position in Kosmos Energy in Q4 2018 and has held it in 6 quarters since.
Berman Capital Advisors's Kosmos Energy position peaked at $6K in Q3 2019.
162 funds tracked by Wall St. Rank held Kosmos Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.