CA
KMI icon

Claar Advisors’s Kinder Morgan KMI Stock Holding History

Claar Advisors’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
Q2 		– Sell
-62,400
Closed -$1.04M – 40
2021
Q1 		$1.04M Sell
62,400
-9,600
-13% -$147K 0.36% 33
2020
Q4 		$984K Sell
72,000
-12,000
-14% -$161K 0.36% 28
2020
Q3 		$1.04M Sell
84,000
-512,000
-86% -$7.13M 0.41% 25
2020
Q2 		$9.04M Sell
596,000
-255,000
-30% -$3.88M 3.57% 12
2020
Q1 		$11.8M Sell
851,000
-2,000
-0.2% -$38.1K 6.29% 5
2019
Q4 		$18.1M Buy
853,000
+55,000
+7% +$1.11M 6.34% 6
2019
Q3 		$16.4M Buy
798,000
+50,000
+7% +$1.03M 7.21% 5
2019
Q2 		$15.6M Buy
748,000
+5,432
+0.7% +$110K 7.09% 5
2019
Q1 		$14.9M Sell
742,568
-46,450
-6% -$867K 7.15% 5
2018
Q4 		$12.1M Buy
789,018
+9,202
+1% +$156K 6.97% 5
2018
Q3 		$13.8M Sell
779,816
-43,463
-5% -$777K 6.35% 5
2018
Q2 		$14.5M Sell
823,279
-97,500
-11% -$1.6M 6.45% 4
2018
Q1 		$13.9M Buy
920,779
+8,425
+0.9% +$146K 4.95% 7
2017
Q4 		$16.5M Buy
912,354
+370,387
+68% +$6.65M 4.15% 8
2017
Q3 		$10.4M Buy
541,967
+524,632
+3,026% +$10.2M 2.71% 16
2017
Q2 		$332K Buy
+17,335
New +$345K 0.09% 33

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Claar Advisors's KMI Position: Q2 2021 in Review

Claar Advisors sold out of Kinder Morgan (KMI) in Q2 2021, closing a stake of 62,400 shares — an estimated $1.04M sold.

Claar Advisors first reported a position in KMI in Q2 2017 and held it in 16 quarters. The position peaked at $18.1M in Q4 2019. 1,174 funds tracked by Wall St. Rank hold KMI as of Q2 2021.

  • Claar Advisors reported no remaining Kinder Morgan position as of Q2 2021 after selling out during the quarter.
  • Claar Advisors sold 62,400 Kinder Morgan shares in Q2 2021, an estimated $1.04M.
  • Claar Advisors first reported a position in Kinder Morgan in Q2 2017 and held it in 16 quarters.
  • Claar Advisors's Kinder Morgan position peaked at $18.1M in Q4 2019.
  • 1,174 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2021.

Based on Claar Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.