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Abacus Planning Group’s Kinder Morgan KMI Stock Holding History

Abacus Planning Group’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-22,255
Closed -$370K – 191
2022
Q3 		$370K Buy
22,255
+500
+2% +$8.89K 0.11% 115
2022
Q2 		$365K Buy
21,755
+755
+4% +$14.1K 0.11% 121
2022
Q1 		$397K Hold
21,000
– – 0.11% 132
2021
Q4 		$333K Sell
21,000
-438
-2% -$7.29K 0.09% 143
2021
Q3 		$359K Buy
21,438
+241
+1% +$4.09K 0.11% 126
2021
Q2 		$386K Sell
21,197
-2,482
-10% -$44.2K 0.12% 118
2021
Q1 		$394K Sell
23,679
-102,421
-81% -$1.56M 0.13% 114
2020
Q4 		$1.72M Buy
126,100
+15,000
+14% +$201K 0.53% 30
2020
Q3 		$1.37M Hold
111,100
– – 0.5% 36
2020
Q2 		$1.69M Buy
111,100
+50,000
+82% +$760K 0.69% 26
2020
Q1 		$851K Buy
61,100
+13,100
+27% +$249K 0.42% 49
2019
Q4 		$1.02M Sell
48,000
-945
-2% -$19.1K 0.47% 43
2019
Q3 		$1.01M Buy
48,945
+15,000
+44% +$308K 0.5% 41
2019
Q2 		$709K Hold
33,945
– – 0.43% 53
2019
Q1 		$679K Hold
33,945
– – 0.42% 60
2018
Q4 		$522K Buy
33,945
+6,000
+21% +$102K 0.4% 62
2018
Q3 		$495K Hold
27,945
– – 0.33% 70
2018
Q2 		$493K Buy
+27,945
New +$457K 0.37% 63

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Abacus Planning Group's KMI Position: Q4 2022 in Review

Abacus Planning Group sold out of Kinder Morgan (KMI) in Q4 2022, closing a stake of 22,255 shares — an estimated $370K sold.

Abacus Planning Group first reported a position in KMI in Q2 2018 and held it in 18 quarters. The position peaked at $1.72M in Q4 2020. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

  • Abacus Planning Group reported no remaining Kinder Morgan position as of Q4 2022 after selling out during the quarter.
  • Abacus Planning Group sold 22,255 Kinder Morgan shares in Q4 2022, an estimated $370K.
  • Abacus Planning Group first reported a position in Kinder Morgan in Q2 2018 and held it in 18 quarters.
  • Abacus Planning Group's Kinder Morgan position peaked at $1.72M in Q4 2020.
  • 1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Abacus Planning Group's 13F filing for Q4 2022, filed 19 Jan 2023.