Sequoia Financial Advisors’s Kosmos Energy KOS Stock Holding History

Sequoia Financial 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
2025 Q4	–	Sell	-10,129	Closed	-$16.8K	–	1967
2025 Q3	$16.8K	Sell	10,129 -3,968	-28%	-$7.42K	﹤0.01%	1735
2025 Q2	$24.2K	Buy	+14,097	New	+$25.5K	﹤0.01%	1566
2025 Q1	–	Sell	-10,612	Closed	-$36.3K	–	1427
2024 Q4	$36.3K	Sell	10,612 -56	-0.5%	-$213	﹤0.01%	1324
2024 Q3	$43K	Sell	10,668 -355	-3%	-$1.73K	﹤0.01%	1257
2024 Q2	$61.1K	Buy	+11,023	New	+$64.3K	﹤0.01%	1187
2024 Q1	–	Sell	-106,131	Closed	-$712K	–	1243
2023 Q4	$712K	Buy	106,131 +69,473	+190%	+$486K	0.01%	635
2023 Q3	$300K	Hold	36,658	–	–	0.01%	689
2023 Q2	$220K	Buy	+36,658	New	+$239K	﹤0.01%	829

Other funds holding KOS

BlackRock New York $5.7T 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

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

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

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return