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Jamison Private Wealth Management’s Kosmos Energy KOS Stock Holding History

Jamison Private Wealth Management’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
2024
Q4 		– Sell
-23
Closed -$93 – 339
2024
Q3 		$93 Hold
23
– – ﹤0.01% 451
2024
Q2 		$128 Buy
+23
New +$134 ﹤0.01% 418

Other funds holding KOS

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jamison Private Wealth Management's KOS Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Kosmos Energy (KOS) in Q4 2024, closing a stake of 23 shares — an estimated $93 sold.

Jamison Private Wealth Management first reported a position in KOS in Q2 2024 and held it in 2 quarters. The position peaked at $128 in Q2 2024. 270 funds tracked by Wall St. Rank hold KOS as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Kosmos Energy position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 23 Kosmos Energy shares in Q4 2024, an estimated $93.
  • Jamison Private Wealth Management first reported a position in Kosmos Energy in Q2 2024 and held it in 2 quarters.
  • Jamison Private Wealth Management's Kosmos Energy position peaked at $128 in Q2 2024.
  • 270 funds tracked by Wall St. Rank held Kosmos Energy as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.