AR
Advisory Research’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-39,415
| Closed | -$661K | – | 377 |
|
|
2022
Q2 | $661K | Hold |
39,415
| – | – | 0.06% | 194 |
|
|
2022
Q1 | $745K | Hold |
39,415
| – | – | 0.06% | 213 |
|
|
2021
Q4 | $625K | Buy |
39,415
+24,672
| +167% | +$391K | 0.05% | 234 |
|
|
2021
Q3 | $247K | Hold |
14,743
| – | – | 0.02% | 307 |
|
|
2021
Q2 | $269K | Hold |
14,743
| – | – | 0.02% | 309 |
|
|
2021
Q1 | $245K | Hold |
14,743
| – | – | 0.02% | 315 |
|
|
2020
Q4 | $202K | Hold |
14,743
| – | – | 0.01% | 312 |
|
|
2020
Q3 | $182K | Hold |
14,743
| – | – | 0.02% | 300 |
|
|
2020
Q2 | $224K | Hold |
14,743
| – | – | 0.02% | 301 |
|
|
2020
Q1 | $205K | Sell |
14,743
-722
| -5% | -$10K | 0.01% | 272 |
|
|
2019
Q4 | $327K | Hold |
15,465
| – | – | 0.02% | 282 |
|
|
2019
Q3 | $319K | Sell |
15,465
-5,104,414
| -100% | -$105M | 0.02% | 288 |
|
|
2019
Q2 | $107M | Buy |
5,119,879
+1,953,140
| +62% | +$40.8M | 2.1% | 10 |
|
|
2019
Q1 | $63.4M | Sell |
3,166,739
-1,675,680
| -35% | -$33.5M | 1.22% | 19 |
|
|
2018
Q4 | $74.5M | Sell |
4,842,419
-548,920
| -10% | -$8.44M | 1.58% | 15 |
|
|
2018
Q3 | $95.6M | Buy |
5,391,339
+142,812
| +3% | +$2.53M | 1.56% | 14 |
|
|
2018
Q2 | $92.7M | Buy |
5,248,527
+1,450,503
| +38% | +$25.6M | 1.48% | 14 |
|
|
2018
Q1 | $57.2M | Sell |
3,798,024
-7,532
| -0.2% | -$113K | 1.03% | 20 |
|
|
2017
Q4 | $68.8M | Buy |
3,805,556
+83,634
| +2% | +$1.51M | 1.14% | 18 |
|
|
2017
Q3 | $71.4M | Buy |
3,721,922
+653,959
| +21% | +$12.5M | 1.14% | 20 |
|
|
2017
Q2 | $58.8M | Buy |
3,067,963
+42,748
| +1% | +$819K | 0.93% | 26 |
|
|
2017
Q1 | $65.8M | Buy |
3,025,215
+275,817
| +10% | +$6M | 0.97% | 24 |
|
|
2016
Q4 | $56.9M | Buy |
2,749,398
+453,272
| +20% | +$9.39M | 0.85% | 31 |
|
|
2016
Q3 | $53.1M | Buy |
2,296,126
+279,462
| +14% | +$6.46M | 0.86% | 35 |
|
|
2016
Q2 | $37.8M | Buy |
2,016,664
+103,679
| +5% | +$1.94M | 0.65% | 49 |
|
|
2016
Q1 | $34.2M | Sell |
1,912,985
-2,262,632
| -54% | -$40.4M | 0.65% | 55 |
|
|
2015
Q4 | $62.3M | Sell |
4,175,617
-3,631,063
| -47% | -$54.2M | 0.94% | 33 |
|
|
2015
Q3 | $216M | Sell |
7,806,680
-1,634,891
| -17% | -$45.3M | 3.08% | 4 |
|
|
2015
Q2 | $362M | Sell |
9,441,571
-381,814
| -4% | -$14.7M | 4.11% | 2 |
|
|
2015
Q1 | $413M | Sell |
9,823,385
-434,210
| -4% | -$18.3M | 4.52% | 2 |
|
|
2014
Q4 | $434M | Buy |
10,257,595
+5,398,906
| +111% | +$228M | 4.52% | 2 |
|
|
2014
Q3 | $186M | Sell |
4,858,689
-264,173
| -5% | -$10.1M | 1.8% | 10 |
|
|
2014
Q2 | $186M | Buy |
5,122,862
+329,737
| +7% | +$12M | 1.72% | 11 |
|
|
2014
Q1 | $156M | Buy |
4,793,125
+234,532
| +5% | +$7.62M | 1.61% | 14 |
|
|
2013
Q4 | $164M | Sell |
4,558,593
-128,389
| -3% | -$4.62M | 1.69% | 11 |
|
|
2013
Q3 | $167M | Sell |
4,686,982
-556,370
| -11% | -$19.8M | 1.79% | 9 |
|
|
2013
Q2 | $200M | Buy |
+5,243,352
| New | +$200M | 2.26% | 6 |
|