Chesapeake Wealth Management’s Kinder Morgan KMI Stock Holding History

Chesapeake Wealth 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
2021 Q3	–	Sell	-10,761	Closed	-$196K	–	208
2021 Q2	$196K	Sell	10,761 -1,994	-16%	-$35.5K	0.06%	221
2021 Q1	$212K	Sell	12,755 -15,327	-55%	-$234K	0.07%	213
2020 Q4	$384K	Sell	28,082 -7,989	-22%	-$107K	0.13%	153
2020 Q3	$444K	Sell	36,071 -8,468	-19%	-$118K	0.17%	126
2020 Q2	$676K	Sell	44,539 -10,879	-20%	-$165K	0.27%	94
2020 Q1	$772K	Buy	55,418 +1,423	+3%	+$27.1K	0.36%	88
2019 Q4	$1.14M	Buy	53,995 +4,094	+8%	+$82.9K	0.44%	71
2019 Q3	$1.03M	Buy	49,901 +11,137	+29%	+$229K	0.42%	77
2019 Q2	$810K	Buy	+38,764	New	+$782K	0.34%	90

Other funds holding KMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Chesapeake Wealth Management's KMI Position: Q3 2021 in Review

Chesapeake Wealth Management sold out of Kinder Morgan (KMI) in Q3 2021, closing a stake of 10,761 shares — an estimated $196K sold.

Chesapeake Wealth Management first reported a position in KMI in Q2 2019 and held it in 9 quarters. The position peaked at $1.14M in Q4 2019. 1,202 funds tracked by Wall St. Rank hold KMI as of Q3 2021.

Chesapeake Wealth Management reported no remaining Kinder Morgan position as of Q3 2021 after selling out during the quarter.
Chesapeake Wealth Management sold 10,761 Kinder Morgan shares in Q3 2021, an estimated $196K.
Chesapeake Wealth Management first reported a position in Kinder Morgan in Q2 2019 and held it in 9 quarters.
Chesapeake Wealth Management's Kinder Morgan position peaked at $1.14M in Q4 2019.
1,202 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2021.

Based on Chesapeake Wealth Management's 13F filing for Q3 2021, filed 26 Oct 2021.