Aft Forsyth & Sober’s Kinder Morgan KMI Stock Holding History

Aft Forsyth & Sober’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
2023 Q4	–	Sell	-63,600	Closed	-$1.05M	–	86
2023 Q3	$1.05M	Hold	63,600	–	–	0.45%	70
2023 Q2	$1.1M	Hold	63,600	–	–	0.45%	69
2023 Q1	$1.11M	Hold	63,600	–	–	0.56%	61
2022 Q4	$1.15M	Hold	63,600	–	–	0.52%	61
2022 Q3	$1.06M	Hold	63,600	–	–	0.51%	59
2022 Q2	$1.07M	Hold	63,600	–	–	0.5%	64
2022 Q1	$1.2M	Hold	63,600	–	–	0.47%	69
2021 Q4	$1.01M	Hold	63,600	–	–	0.35%	75
2021 Q3	$1.06M	Buy	+63,600	New	+$1.08M	0.4%	73
2021 Q2	–	Sell	-63,600	Closed	-$1.06M	–	79
2021 Q1	$1.06M	Buy	+63,600	New	+$971K	0.43%	53

Other funds holding KMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aft Forsyth & Sober's KMI Position: Q4 2023 in Review

Aft Forsyth & Sober sold out of Kinder Morgan (KMI) in Q4 2023, closing a stake of 63,600 shares — an estimated $1.05M sold.

Aft Forsyth & Sober first reported a position in KMI in Q1 2021 and held it in 10 quarters. The position peaked at $1.2M in Q1 2022. 1,386 funds tracked by Wall St. Rank hold KMI as of Q4 2023.

Aft Forsyth & Sober reported no remaining Kinder Morgan position as of Q4 2023 after selling out during the quarter.
Aft Forsyth & Sober sold 63,600 Kinder Morgan shares in Q4 2023, an estimated $1.05M.
Aft Forsyth & Sober first reported a position in Kinder Morgan in Q1 2021 and held it in 10 quarters.
Aft Forsyth & Sober's Kinder Morgan position peaked at $1.2M in Q1 2022.
1,386 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2023.

Based on Aft Forsyth & Sober's 13F filing for Q4 2023, filed 8 Feb 2024.