Aperio Group’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $7.04M | Sell |
515,347
-36,204
| -7% | -$485K | 0.02% | 687 |
|
|
2020
Q3 | $6.8M | Sell |
551,551
-145,968
| -21% | -$2.03M | 0.02% | 625 |
|
|
2020
Q2 | $10.6M | Sell |
697,519
-228,699
| -25% | -$3.48M | 0.04% | 431 |
|
|
2020
Q1 | $12.9M | Sell |
926,218
-179,401
| -16% | -$3.41M | 0.06% | 339 |
|
|
2019
Q4 | $23.4M | Sell |
1,105,619
-87,854
| -7% | -$1.78M | 0.08% | 256 |
|
|
2019
Q3 | $24.6M | Buy |
1,193,473
+51,159
| +4% | +$1.05M | 0.1% | 232 |
|
|
2019
Q2 | $23.9M | Sell |
1,142,314
-15,556
| -1% | -$314K | 0.1% | 241 |
|
|
2019
Q1 | $23.2M | Buy |
1,157,870
+74,254
| +7% | +$1.39M | 0.1% | 223 |
|
|
2018
Q4 | $16.7M | Buy |
1,083,616
+127,539
| +13% | +$2.16M | 0.08% | 269 |
|
|
2018
Q3 | $17M | Buy |
956,077
+143,943
| +18% | +$2.57M | 0.07% | 296 |
|
|
2018
Q2 | $14.4M | Buy |
812,134
+103,927
| +15% | +$1.7M | 0.07% | 326 |
|
|
2018
Q1 | $10.7M | Buy |
708,207
+53,874
| +8% | +$933K | 0.05% | 408 |
|
|
2017
Q4 | $11.8M | Sell |
654,333
-114,229
| -15% | -$2.05M | 0.06% | 374 |
|
|
2017
Q3 | $14.7M | Buy |
768,562
+96,111
| +14% | +$1.87M | 0.08% | 287 |
|
|
2017
Q2 | $12.9M | Sell |
672,451
-6,675
| -1% | -$133K | 0.08% | 300 |
|
|
2017
Q1 | $14.8M | Buy |
679,126
+14,835
| +2% | +$324K | 0.1% | 231 |
|
|
2016
Q4 | $13.8M | Sell |
664,291
-87,891
| -12% | -$1.86M | 0.11% | 223 |
|
|
2016
Q3 | $17.4M | Buy |
752,182
+102,010
| +16% | +$2.16M | 0.13% | 187 |
|
|
2016
Q2 | $12.2M | Sell |
650,172
-13,725
| -2% | -$245K | 0.1% | 246 |
|
|
2016
Q1 | $11.9M | Buy |
663,897
+315,688
| +91% | +$5.16M | 0.1% | 236 |
|
|
2015
Q4 | $5.2M | Buy |
348,209
+41,445
| +14% | +$988K | 0.05% | 446 |
|
|
2015
Q3 | $8.49M | Sell |
306,764
-4,143
| -1% | -$137K | 0.09% | 281 |
|
|
2015
Q2 | $11.9M | Buy |
310,907
+18,383
| +6% | +$767K | 0.12% | 203 |
|
|
2015
Q1 | $12.3M | Buy |
292,524
+70,302
| +32% | +$2.91M | 0.14% | 175 |
|
|
2014
Q4 | $9.4M | Buy |
222,222
+146,911
| +195% | +$5.79M | 0.12% | 220 |
|
|
2014
Q3 | $2.89M | Buy |
75,311
+6,953
| +10% | +$264K | 0.04% | 511 |
|
|
2014
Q2 | $2.48M | Sell |
68,358
-1,695
| -2% | -$57.2K | 0.04% | 537 |
|
|
2014
Q1 | $2.28M | Buy |
+70,053
| New | +$2.35M | 0.03% | 663 |
|
|
2013
Q4 | – | Sell |
-78,099
| Closed | -$2.74M | – | 579 |
|
|
2013
Q3 | $2.78M | Buy |
78,099
+20,252
| +35% | +$760K | 0.05% | 464 |
|
|
2013
Q2 | $2.21M | Buy |
+57,847
| New | +$2.24M | 0.05% | 461 |
|
Other funds holding KMI
Aperio Group's KMI Position: Q4 2020 in Review
Aperio Group reduced its Kinder Morgan (KMI) stake by 6.6% in Q4 2020, selling an estimated $485K and leaving 515,347 shares worth $7.04M. The position accounts for 0.02% of the portfolio, ranked #687.
Aperio Group first reported a position in KMI in Q2 2013 and has held it in 30 quarters since. The position peaked at $24.6M in Q3 2019. 1,139 funds tracked by Wall St. Rank hold KMI as of Q4 2020.
- Aperio Group held 515,347 shares of Kinder Morgan worth $7.04M as of Q4 2020.
- Aperio Group sold 36,204 Kinder Morgan shares in Q4 2020, an estimated $485K.
- Kinder Morgan made up 0.02% of Aperio Group's portfolio in Q4 2020, its #687 holding.
- Aperio Group first reported a position in Kinder Morgan in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Kinder Morgan position peaked at $24.6M in Q3 2019.
- 1,139 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.