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Braun Stacey Associates’s Kinder Morgan KMI Stock Holding History

Braun Stacey 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
2021
Q3 		– Sell
-830,263
Closed -$15.1M – 136
2021
Q2 		$15.1M Buy
830,263
+2,575
+0.3% +$45.9K 0.59% 85
2021
Q1 		$13.8M Sell
827,688
-21,790
-3% -$333K 0.58% 88
2020
Q4 		$11.6M Buy
849,478
+37,145
+5% +$497K 0.52% 92
2020
Q3 		$10M Sell
812,333
-2,710
-0.3% -$37.8K 0.54% 89
2020
Q2 		$12.4M Buy
815,043
+109,355
+15% +$1.66M 0.71% 73
2020
Q1 		$9.82M Sell
705,688
-87,920
-11% -$1.67M 0.75% 67
2019
Q4 		$16.8M Buy
793,608
+48,820
+7% +$988K 0.93% 50
2019
Q3 		$15.3M Buy
744,788
+188,442
+34% +$3.87M 0.97% 48
2019
Q2 		$11.6M Buy
556,346
+26,665
+5% +$538K 0.74% 76
2019
Q1 		$10.6M Buy
529,681
+47,690
+10% +$890K 0.7% 79
2018
Q4 		$7.41M Buy
481,991
+231,536
+92% +$3.92M 0.59% 85
2018
Q3 		$4.44M Buy
+250,455
New +$4.48M 0.28% 102
2015
Q4 		– Sell
-80,904
Closed -$2.24M – 144
2015
Q3 		$2.24M Sell
80,904
-91,737
-53% -$3.04M 0.15% 103
2015
Q2 		$6.63M Buy
172,641
+46,002
+36% +$1.92M 0.28% 107
2015
Q1 		$5.33M Sell
126,639
-35
-0% -$1.45K 0.31% 98
2014
Q4 		$5.36M Buy
126,674
+80
+0.1% +$3.15K 0.33% 96
2014
Q3 		$4.85M Sell
126,594
-8,031
-6% -$305K 0.3% 100
2014
Q2 		$4.88M Sell
134,625
-14,965
-10% -$505K 0.29% 102
2014
Q1 		$4.86M Sell
149,590
-161,465
-52% -$5.41M 0.28% 101
2013
Q4 		$11.2M Sell
311,055
-48,275
-13% -$1.69M 0.64% 84
2013
Q3 		$12.8M Sell
359,330
-52,305
-13% -$1.96M 0.79% 75
2013
Q2 		$15.7M Buy
+411,635
New +$16M 0.99% 44

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Braun Stacey Associates's KMI Position: Q3 2021 in Review

Braun Stacey Associates sold out of Kinder Morgan (KMI) in Q3 2021, closing a stake of 830,263 shares — an estimated $15.1M sold.

Braun Stacey Associates first reported a position in KMI in Q2 2013 and held it in 22 quarters. The position peaked at $16.8M in Q4 2019. 1,203 funds tracked by Wall St. Rank hold KMI as of Q3 2021.

  • Braun Stacey Associates reported no remaining Kinder Morgan position as of Q3 2021 after selling out during the quarter.
  • Braun Stacey Associates sold 830,263 Kinder Morgan shares in Q3 2021, an estimated $15.1M.
  • Braun Stacey Associates first reported a position in Kinder Morgan in Q2 2013 and held it in 22 quarters.
  • Braun Stacey Associates's Kinder Morgan position peaked at $16.8M in Q4 2019.
  • 1,203 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2021.

Based on Braun Stacey Associates's 13F filing for Q3 2021, filed 1 Dec 2021.