CFO4Life’s Kinder Morgan KMI Stock Holding History

CFO4Life’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	$242K	Buy	+13,401	New	+$241K	0.05%	150
2016 Q4	–	Sell	-8,922	Closed	-$206K	–	93
2016 Q3	$206K	Buy	+8,922	New	+$189K	0.18%	79
2015 Q4	–	Sell	-8,650	Closed	-$239K	–	71
2015 Q3	$239K	Sell	8,650 -795	-8%	-$26.3K	0.25%	61
2015 Q2	$363K	Buy	9,445 +55	+0.6%	+$2.3K	0.3%	54
2015 Q1	$395K	Sell	9,390 -472	-5%	-$19.5K	0.33%	52
2014 Q4	$417K	Buy	+9,862	New	+$388K	0.34%	45

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

CFO4Life's KMI Position: Q4 2022 in Review

CFO4Life opened a new position in Kinder Morgan (KMI) in Q4 2022: 13,401 shares worth $242K. The stake represents 0.05% of the portfolio and ranks #150 among its holdings. This is a return to the name: CFO4Life previously reported a position in KMI as recently as Q3 2016.

CFO4Life first reported a position in KMI in Q4 2014 and has held it in 6 quarters since. The position peaked at $417K in Q4 2014. 1,329 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

CFO4Life held 13,401 shares of Kinder Morgan worth $242K as of Q4 2022.
Kinder Morgan was a new CFO4Life position in Q4 2022.
Kinder Morgan made up 0.05% of CFO4Life's portfolio in Q4 2022, its #150 holding.
CFO4Life first reported a position in Kinder Morgan in Q4 2014 and has held it in 6 quarters since.
CFO4Life's Kinder Morgan position peaked at $417K in Q4 2014.
1,329 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.