Alta Capital Management’s Kinder Morgan KMI Stock Holding History

Alta Capital Management’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
2024 Q3	–	Sell	-18,142	Closed	-$360K	–	94
2024 Q2	$360K	Hold	18,142	–	–	0.02%	77
2024 Q1	$333K	Hold	18,142	–	–	0.02%	82
2023 Q4	$320K	Buy	+18,142	New	+$309K	0.02%	82
2015 Q4	–	Sell	-7,324	Closed	-$202K	–	113
2015 Q3	$202K	Buy	7,324 +872	+14%	+$28.9K	0.02%	108
2015 Q2	$247K	Buy	6,452 +2	+0%	+$83	0.02%	106
2015 Q1	$271K	Buy	6,450 +2	+0%	+$83	0.02%	71
2014 Q4	$272K	Buy	+6,448	New	+$254K	0.02%	77

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

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alta Capital Management's KMI Position: Q3 2024 in Review

Alta Capital Management sold out of Kinder Morgan (KMI) in Q3 2024, closing a stake of 18,142 shares — an estimated $360K sold.

Alta Capital Management first reported a position in KMI in Q4 2014 and held it in 7 quarters. The position peaked at $360K in Q2 2024. 1,416 funds tracked by Wall St. Rank hold KMI as of Q3 2024.

Alta Capital Management reported no remaining Kinder Morgan position as of Q3 2024 after selling out during the quarter.
Alta Capital Management sold 18,142 Kinder Morgan shares in Q3 2024, an estimated $360K.
Alta Capital Management first reported a position in Kinder Morgan in Q4 2014 and held it in 7 quarters.
Alta Capital Management's Kinder Morgan position peaked at $360K in Q2 2024.
1,416 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2024.

Based on Alta Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.