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Baugh & Associates’s Kinder Morgan KMI Stock Holding History

Baugh & Associates’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
Q2 		– Sell
-174,972
Closed -$3.12M – 43
2023
Q1 		$3.12M Sell
174,972
-3,725
-2% -$66.3K 1.99% 24
2022
Q4 		$3.23M Sell
178,697
-596
-0.3% -$10.7K 2.09% 24
2022
Q3 		$2.98M Sell
179,293
-406
-0.2% -$7.22K 2.11% 24
2022
Q2 		$3.01M Sell
179,699
-1,885
-1% -$35.3K 2.03% 26
2022
Q1 		$3.43M Sell
181,584
-1,210
-0.7% -$21.3K 2.02% 25
2021
Q4 		$2.9M Sell
182,794
-34
-0% -$566 1.6% 28
2021
Q3 		$3.06M Sell
182,828
-165
-0.1% -$2.8K 1.87% 30
2021
Q2 		$3.34M Sell
182,993
-1,850
-1% -$33K 2.07% 27
2021
Q1 		$3.08M Buy
184,843
+7
+0% +$107 2.03% 28
2020
Q4 		$2.53M Sell
184,836
-3,031
-2% -$40.6K 1.8% 28
2020
Q3 		$2.32M Sell
187,867
-1,230
-0.7% -$17.1K 1.82% 27
2020
Q2 		$2.87M Hold
189,097
– – 2.29% 26
2020
Q1 		$2.63M Sell
189,097
-345
-0.2% -$6.57K 2.54% 20
2019
Q4 		$4.01M Sell
189,442
-505
-0.3% -$10.2K 2.93% 13
2019
Q3 		$3.92M Buy
189,947
+750
+0.4% +$15.4K 3.03% 13
2019
Q2 		$3.95M Buy
189,197
+495
+0.3% +$9.98K 3.13% 10
2019
Q1 		$3.78M Sell
188,702
-1,075
-0.6% -$20.1K 3.03% 12
2018
Q4 		$2.92M Buy
189,777
+4,199
+2% +$71.1K 2.51% 23
2018
Q3 		$3.29M Sell
185,578
-120
-0.1% -$2.15K 2.63% 18
2018
Q2 		$3.28M Buy
185,698
+47,362
+34% +$775K 2.86% 15
2018
Q1 		$2.08M Sell
138,336
-2,305
-2% -$39.9K 1.68% 33
2017
Q4 		$2.54M Buy
+140,641
New +$2.52M 2.14% 27

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baugh & Associates's KMI Position: Q2 2023 in Review

Baugh & Associates sold out of Kinder Morgan (KMI) in Q2 2023, closing a stake of 174,972 shares — an estimated $3.12M sold.

Baugh & Associates first reported a position in KMI in Q4 2017 and held it in 22 quarters. The position peaked at $4.01M in Q4 2019. 1,308 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

  • Baugh & Associates reported no remaining Kinder Morgan position as of Q2 2023 after selling out during the quarter.
  • Baugh & Associates sold 174,972 Kinder Morgan shares in Q2 2023, an estimated $3.12M.
  • Baugh & Associates first reported a position in Kinder Morgan in Q4 2017 and held it in 22 quarters.
  • Baugh & Associates's Kinder Morgan position peaked at $4.01M in Q4 2019.
  • 1,308 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on Baugh & Associates's 13F filing for Q2 2023, filed 20 Jul 2023.