Citizens Business Bank’s Kinder Morgan KMI Stock Holding History

Citizens Business Bank’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
2024 Q1	–	Sell	-19,348	Closed	-$341K	–	111
2023 Q4	$341K	Sell	19,348 -598	-3%	-$10.2K	0.08%	93
2023 Q3	$331K	Sell	19,946 -972	-5%	-$16.8K	0.08%	92
2023 Q2	$360K	Buy	+20,918	New	+$355K	0.08%	88
2021 Q3	–	Sell	-10,683	Closed	-$195K	–	244
2021 Q2	$195K	Buy	+10,683	New	+$190K	0.03%	235
2015 Q4	–	Sell	-40,604	Closed	-$1.12M	–	275
2015 Q3	$1.12M	Buy	40,604 +22,548	+125%	+$747K	0.21%	116
2015 Q2	$693K	Sell	18,056 -1,744	-9%	-$72.8K	0.12%	179
2015 Q1	$833K	Sell	19,800 -138	-0.7%	-$5.71K	0.15%	162
2014 Q4	$844K	Buy	+19,938	New	+$785K	0.15%	164

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

Citizens Business Bank's KMI Position: Q1 2024 in Review

Citizens Business Bank sold out of Kinder Morgan (KMI) in Q1 2024, closing a stake of 19,348 shares — an estimated $341K sold.

Citizens Business Bank first reported a position in KMI in Q4 2014 and held it in 8 quarters. The position peaked at $1.12M in Q3 2015. 1,369 funds tracked by Wall St. Rank hold KMI as of Q1 2024.

Citizens Business Bank reported no remaining Kinder Morgan position as of Q1 2024 after selling out during the quarter.
Citizens Business Bank sold 19,348 Kinder Morgan shares in Q1 2024, an estimated $341K.
Citizens Business Bank first reported a position in Kinder Morgan in Q4 2014 and held it in 8 quarters.
Citizens Business Bank's Kinder Morgan position peaked at $1.12M in Q3 2015.
1,369 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.

Based on Citizens Business Bank's 13F filing for Q1 2024, filed 18 Apr 2024.