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Burleson & Co’s Kinder Morgan KMI Stock Holding History

Burleson & Co’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 		$19.2K Buy
1,061
+16
+2% +$288 ﹤0.01% 235
2022
Q3 		$17K Buy
1,045
+15
+1% +$267 ﹤0.01% 253
2022
Q2 		$17K Buy
1,030
+14
+1% +$262 ﹤0.01% 240
2022
Q1 		$19K Buy
+1,016
New +$17.9K ﹤0.01% 236
2018
Q3 		– Sell
-154,624
Closed -$2.73M – 109
2018
Q2 		$2.73M Buy
154,624
+32,678
+27% +$535K 1.59% 14
2018
Q1 		$1.84M Buy
121,946
+97,545
+400% +$1.69M 1.2% 25
2017
Q4 		$441K Buy
+24,401
New +$438K 0.28% 77

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Burleson & Co's KMI Position: Q4 2022 in Review

Burleson & Co increased its Kinder Morgan (KMI) stake by 1.5% in Q4 2022, buying an estimated $288 and bringing the position to 1,061 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Burleson & Co first reported a position in KMI in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.73M in Q2 2018. 1,329 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

  • Burleson & Co held 1,061 shares of Kinder Morgan worth $19.2K as of Q4 2022.
  • Burleson & Co bought 16 Kinder Morgan shares in Q4 2022, an estimated $288.
  • Kinder Morgan made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #235 holding.
  • Burleson & Co first reported a position in Kinder Morgan in Q4 2017 and has held it in 7 quarters since.
  • Burleson & Co's Kinder Morgan position peaked at $2.73M in Q2 2018.
  • 1,329 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.