Orion Portfolio Solutions’s Kosmos Energy KOS Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$111K	Buy	48,623 +30,570	+169%	+$90.2K	﹤0.01%	1845
2024 Q4	$61.7K	Sell	18,053 -4,865	-21%	-$18.5K	﹤0.01%	1805
2024 Q3	$92.4K	Buy	22,918 +7,728	+51%	+$37.6K	﹤0.01%	1749
2024 Q2	$84.2K	Sell	15,190 -2,887	-16%	-$16.8K	﹤0.01%	1690
2024 Q1	$108K	Sell	18,077 -56,523	-76%	-$340K	﹤0.01%	1651
2023 Q4	$505K	Buy	74,600 +30,835	+70%	+$216K	0.01%	1204
2023 Q3	$358K	Sell	43,765 -48,452	-53%	-$343K	﹤0.01%	1314
2023 Q2	$552K	Buy	92,217 +15,480	+20%	+$101K	0.01%	1180
2023 Q1	$571K	Buy	+76,737	New	+$562K	0.01%	1093
2020 Q3	–	Sell	-1,261	Closed	-$2K	–	1312
2020 Q2	$2K	Buy	1,261 +509	+68%	+$817	﹤0.01%	1783
2020 Q1	$1K	Buy	752 +78	+12%	+$310	﹤0.01%	1749
2019 Q4	$4K	Buy	+674	New	+$4.07K	﹤0.01%	1322

Other funds holding KOS

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

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

Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 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 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