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Alera Investment Advisors’s Kinder Morgan KMI Stock Holding History

Alera Investment Advisors’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
-32,232
Closed -$534K – 169
2023
Q3 		$534K Sell
32,232
-475
-1% -$8.19K 0.09% 106
2023
Q2 		$563K Buy
32,707
+1,566
+5% +$26.6K 0.12% 106
2023
Q1 		$545K Buy
31,141
+537
+2% +$9.55K 0.13% 105
2022
Q4 		$553K Sell
30,604
-825
-3% -$14.8K 0.13% 97
2022
Q3 		$523K Buy
31,429
+866
+3% +$15.4K 0.15% 94
2022
Q2 		$512K Buy
+30,563
New +$572K 0.14% 102
2019
Q2 		– Sell
-4,872
Closed -$97K – 563
2019
Q1 		$97K Sell
4,872
-18
-0.4% -$336 0.05% 109
2018
Q4 		$75K Buy
+4,890
New +$82.8K 0.05% 138

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alera Investment Advisors's KMI Position: Q4 2023 in Review

Alera Investment Advisors sold out of Kinder Morgan (KMI) in Q4 2023, closing a stake of 32,232 shares — an estimated $534K sold.

Alera Investment Advisors first reported a position in KMI in Q4 2018 and held it in 8 quarters. The position peaked at $563K in Q2 2023. 1,386 funds tracked by Wall St. Rank hold KMI as of Q4 2023.

  • Alera Investment Advisors reported no remaining Kinder Morgan position as of Q4 2023 after selling out during the quarter.
  • Alera Investment Advisors sold 32,232 Kinder Morgan shares in Q4 2023, an estimated $534K.
  • Alera Investment Advisors first reported a position in Kinder Morgan in Q4 2018 and held it in 8 quarters.
  • Alera Investment Advisors's Kinder Morgan position peaked at $563K in Q2 2023.
  • 1,386 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2023.

Based on Alera Investment Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.