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Beaumont Asset Management’s Kinder Morgan KMI Stock Holding History

Beaumont Asset 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
2023
Q3 		– Sell
-32,490
Closed -$559K – 67
2023
Q2 		$559K Buy
32,490
+49
+0.2% +$832 0.42% 44
2023
Q1 		$568K Sell
32,441
-481
-1% -$8.55K 0.42% 48
2022
Q4 		$595K Sell
32,922
-9,466
-22% -$170K 0.44% 42
2022
Q3 		$705K Buy
42,388
+2,106
+5% +$37.4K 0.56% 37
2022
Q2 		$675K Buy
40,282
+2,022
+5% +$37.9K 0.51% 37
2022
Q1 		$723K Buy
38,260
+5,019
+15% +$88.3K 0.49% 38
2021
Q4 		$527K Buy
33,241
+6,209
+23% +$103K 0.35% 48
2021
Q3 		$452K Buy
27,032
+4,626
+21% +$78.6K 0.34% 46
2021
Q2 		$408K Sell
22,406
-200
-0.9% -$3.57K 0.31% 49
2021
Q1 		$376K Buy
+22,606
New +$345K 0.32% 45

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beaumont Asset Management's KMI Position: Q3 2023 in Review

Beaumont Asset Management sold out of Kinder Morgan (KMI) in Q3 2023, closing a stake of 32,490 shares — an estimated $559K sold.

Beaumont Asset Management first reported a position in KMI in Q1 2021 and held it in 10 quarters. The position peaked at $723K in Q1 2022. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • Beaumont Asset Management reported no remaining Kinder Morgan position as of Q3 2023 after selling out during the quarter.
  • Beaumont Asset Management sold 32,490 Kinder Morgan shares in Q3 2023, an estimated $559K.
  • Beaumont Asset Management first reported a position in Kinder Morgan in Q1 2021 and held it in 10 quarters.
  • Beaumont Asset Management's Kinder Morgan position peaked at $723K in Q1 2022.
  • 1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Beaumont Asset Management's 13F filing for Q3 2023, filed 30 Oct 2023.