Congress Asset Management’s Kinder Morgan KMI Stock Holding History

Congress Asset 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
2022 Q3	–	Sell	-11,000	Closed	-$184K	–	373
2022 Q2	$184K	Buy	+11,000	New	+$206K	﹤0.01%	366
2015 Q4	–	Sell	-7,973	Closed	-$221K	–	230
2015 Q3	$221K	Sell	7,973 -32	-0.4%	-$1.06K	0.01%	207
2015 Q2	$307K	Buy	8,005 +32	+0.4%	+$1.34K	0.01%	210
2015 Q1	$335K	Hold	7,973	–	–	0.01%	204
2014 Q4	$337K	Buy	+7,973	New	+$314K	0.01%	210

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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

Congress Asset Management's KMI Position: Q3 2022 in Review

Congress Asset Management sold out of Kinder Morgan (KMI) in Q3 2022, closing a stake of 11,000 shares — an estimated $184K sold.

Congress Asset Management first reported a position in KMI in Q4 2014 and held it in 5 quarters. The position peaked at $337K in Q4 2014. 1,294 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

Congress Asset Management reported no remaining Kinder Morgan position as of Q3 2022 after selling out during the quarter.
Congress Asset Management sold 11,000 Kinder Morgan shares in Q3 2022, an estimated $184K.
Congress Asset Management first reported a position in Kinder Morgan in Q4 2014 and held it in 5 quarters.
Congress Asset Management's Kinder Morgan position peaked at $337K in Q4 2014.
1,294 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on Congress Asset Management's 13F filing for Q3 2022, filed 8 Nov 2022.