Carlson Capital’s Kinder Morgan KMI Stock Holding History

Carlson Capital’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
2014 Q4	–	Sell	-5,000	Closed	-$6.16M	–	355
2014 Q3	$6.16M	Buy	+5,000	New	+$190K	0.07%	269

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

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carlson Capital's KMI Position: Q1 2024 in Review

Carlson Capital sold out of Kinder Morgan (KMI) in Q1 2024, closing a stake of 74,400 shares — an estimated $1.31M sold.

Carlson Capital first reported a position in KMI in Q3 2014 and held it in 10 quarters. The position peaked at $14.1M in Q4 2018. 1,369 funds tracked by Wall St. Rank hold KMI as of Q1 2024.

Carlson Capital reported no remaining Kinder Morgan position as of Q1 2024 after selling out during the quarter.
Carlson Capital sold 74,400 Kinder Morgan shares in Q1 2024, an estimated $1.31M.
Carlson Capital first reported a position in Kinder Morgan in Q3 2014 and held it in 10 quarters.
Carlson Capital's Kinder Morgan position peaked at $14.1M in Q4 2018.
1,369 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.

Based on Carlson Capital's 13F filing for Q1 2024, filed 14 May 2024.