Bellevue Asset Management’s Kinder Morgan KMI Stock Holding History

Bellevue 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
2022 Q4	–	Sell	-130	Closed	-$2K	–	486
2022 Q3	$2K	Hold	130	–	–	﹤0.01%	407
2022 Q2	$2K	Hold	130	–	–	﹤0.01%	411
2022 Q1	$2K	Sell	130 -55	-30%	-$968	﹤0.01%	458
2021 Q4	$3K	Hold	185	–	–	﹤0.01%	445
2021 Q3	$3K	Hold	185	–	–	﹤0.01%	461
2021 Q2	$3K	Hold	185	–	–	﹤0.01%	455
2021 Q1	$3K	Hold	185	–	–	﹤0.01%	516
2020 Q4	$3K	Sell	185 -946	-84%	-$12.7K	﹤0.01%	524
2020 Q3	$14K	Sell	1,131 -271	-19%	-$3.78K	0.01%	299
2020 Q2	$21K	Hold	1,402	–	–	0.02%	261
2020 Q1	$21K	Hold	1,402	–	–	0.02%	268
2019 Q4	$30K	Buy	+1,402	New	+$28.4K	0.02%	212

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bellevue Asset Management's KMI Position: Q4 2022 in Review

Bellevue Asset Management sold out of Kinder Morgan (KMI) in Q4 2022, closing a stake of 130 shares — an estimated $2K sold.

Bellevue Asset Management first reported a position in KMI in Q4 2019 and held it in 12 quarters. The position peaked at $30K in Q4 2019. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

Bellevue Asset Management reported no remaining Kinder Morgan position as of Q4 2022 after selling out during the quarter.
Bellevue Asset Management sold 130 Kinder Morgan shares in Q4 2022, an estimated $2K.
Bellevue Asset Management first reported a position in Kinder Morgan in Q4 2019 and held it in 12 quarters.
Bellevue Asset Management's Kinder Morgan position peaked at $30K in Q4 2019.
1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Bellevue Asset Management's 13F filing for Q4 2022, filed 23 Jan 2023.