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Boston Financial Management’s Kinder Morgan KMI Stock Holding History

Boston Financial 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
-24,000
Closed -$477K – 334
2024
Q2 		$477K Hold
24,000
– – 0.02% 243
2024
Q1 		$440K Hold
24,000
– – 0.01% 261
2023
Q4 		$423K Sell
24,000
-880
-4% -$15K 0.01% 257
2023
Q3 		$413K Hold
24,880
– – 0.02% 242
2023
Q2 		$428K Buy
24,880
+870
+4% +$14.8K 0.02% 245
2023
Q1 		$420K Sell
24,010
-119
-0.5% -$2.12K 0.02% 241
2022
Q4 		$436K Hold
24,129
– – 0.02% 236
2022
Q3 		$402K Buy
+24,129
New +$429K 0.02% 231
2017
Q4 		– Sell
-14,583
Closed -$280K – 268
2017
Q3 		$280K Sell
14,583
-5,501
-27% -$107K 0.02% 229
2017
Q2 		$385K Sell
20,084
-3,725
-16% -$74.1K 0.03% 217
2017
Q1 		$518K Sell
23,809
-355
-1% -$7.76K 0.04% 204
2016
Q4 		$500K Sell
24,164
-42,287
-64% -$894K 0.04% 204
2016
Q3 		$1.54M Sell
66,451
-5,625
-8% -$119K 0.13% 155
2016
Q2 		$1.35M Sell
72,076
-12,068
-14% -$215K 0.11% 161
2016
Q1 		$1.5M Sell
84,144
-6,230
-7% -$102K 0.23% 106
2015
Q4 		$1.35M Sell
90,374
-63,233
-41% -$1.51M 0.19% 115
2015
Q3 		$4.25M Sell
153,607
-22,471
-13% -$744K 0.6% 59
2015
Q2 		$6.76M Buy
176,078
+5,834
+3% +$244K 0.87% 37
2015
Q1 		$7.16M Buy
170,244
+2,550
+2% +$106K 0.9% 36
2014
Q4 		$7.09M Buy
167,694
+120,625
+256% +$4.75M 0.89% 36
2014
Q3 		$1.8M Buy
47,069
+1,715
+4% +$65.2K 0.24% 111
2014
Q2 		$1.65M Buy
45,354
+3,585
+9% +$121K 0.22% 120
2014
Q1 		$1.36M Buy
41,769
+13,600
+48% +$456K 0.18% 132
2013
Q4 		$1.01M Buy
28,169
+8,345
+42% +$292K 0.14% 139
2013
Q3 		$705K Buy
19,824
+98
+0.5% +$3.68K 0.11% 144
2013
Q2 		$753K Buy
+19,726
New +$765K 0.12% 144

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Financial Management's KMI Position: Q3 2024 in Review

Boston Financial Management sold out of Kinder Morgan (KMI) in Q3 2024, closing a stake of 24,000 shares — an estimated $477K sold.

Boston Financial Management first reported a position in KMI in Q2 2013 and held it in 26 quarters. The position peaked at $7.16M in Q1 2015. 1,417 funds tracked by Wall St. Rank hold KMI as of Q3 2024.

  • Boston Financial Management reported no remaining Kinder Morgan position as of Q3 2024 after selling out during the quarter.
  • Boston Financial Management sold 24,000 Kinder Morgan shares in Q3 2024, an estimated $477K.
  • Boston Financial Management first reported a position in Kinder Morgan in Q2 2013 and held it in 26 quarters.
  • Boston Financial Management's Kinder Morgan position peaked at $7.16M in Q1 2015.
  • 1,417 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2024.

Based on Boston Financial Management's 13F filing for Q3 2024, filed 25 Oct 2024.