KI
KOS icon

Kula Investments’s Kosmos Energy KOS Stock Holding History

Kula Investments’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
Q1 		$215K Sell
28,860
-30,134
-51% -$221K 0.05% 553
2022
Q4 		$375K Buy
+58,994
New +$368K 0.11% 299

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kula Investments's KOS Position: Q1 2023 in Review

Kula Investments reduced its Kosmos Energy (KOS) stake by 51% in Q1 2023, selling an estimated $221K and leaving 28,860 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #553.

Kula Investments first reported a position in KOS in Q4 2022 and has held it in 2 quarters since. The position peaked at $375K in Q4 2022. 234 funds tracked by Wall St. Rank hold KOS as of Q1 2023.

  • Kula Investments held 28,860 shares of Kosmos Energy worth $215K as of Q1 2023.
  • Kula Investments sold 30,134 Kosmos Energy shares in Q1 2023, an estimated $221K.
  • Kosmos Energy made up 0.05% of Kula Investments's portfolio in Q1 2023, its #553 holding.
  • Kula Investments first reported a position in Kosmos Energy in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Kosmos Energy position peaked at $375K in Q4 2022.
  • 234 funds tracked by Wall St. Rank held Kosmos Energy as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.