Costello Asset Management’s Kinder Morgan KMI Stock Holding History

Costello 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
2023 Q4	–	Sell	-100	Closed	-$1.66K	–	187
2023 Q3	$1.66K	Hold	100	–	–	﹤0.01%	184
2023 Q2	$1.72K	Hold	100	–	–	﹤0.01%	184
2023 Q1	$1.75K	Hold	100	–	–	﹤0.01%	198
2022 Q4	$1.81K	Hold	100	–	–	﹤0.01%	197
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	199
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	207
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	217
2021 Q4	$2K	Buy	+100	New	+$1.66K	﹤0.01%	221
2020 Q4	–	Sell	-180	Closed	-$2K	–	244
2020 Q3	$2K	Sell	180 -98	-35%	-$1.37K	﹤0.01%	213
2020 Q2	$5K	Buy	+278	New	+$4.23K	﹤0.01%	187

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Costello Asset Management's KMI Position: Q4 2023 in Review

Costello Asset Management sold out of Kinder Morgan (KMI) in Q4 2023, closing a stake of 100 shares — an estimated $1.66K sold.

Costello Asset Management first reported a position in KMI in Q2 2020 and held it in 10 quarters. The position peaked at $5K in Q2 2020. 1,386 funds tracked by Wall St. Rank hold KMI as of Q4 2023.

Costello Asset Management reported no remaining Kinder Morgan position as of Q4 2023 after selling out during the quarter.
Costello Asset Management sold 100 Kinder Morgan shares in Q4 2023, an estimated $1.66K.
Costello Asset Management first reported a position in Kinder Morgan in Q2 2020 and held it in 10 quarters.
Costello Asset Management's Kinder Morgan position peaked at $5K in Q2 2020.
1,386 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2023.

Based on Costello Asset Management's 13F filing for Q4 2023, filed 29 Jan 2024.