Court Place Advisors’s Kinder Morgan KMI Stock Holding History

Court Place 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
2024 Q4	–	Sell	-9,102	Closed	-$201K	–	163
2024 Q3	$201K	Sell	9,102 -1,384	-13%	-$29.2K	0.06%	163
2024 Q2	$208K	Buy	+10,486	New	+$200K	0.07%	154
2024 Q1	–	Sell	-15,007	Closed	-$265K	–	163
2023 Q4	$265K	Sell	15,007 -2,200	-13%	-$37.5K	0.09%	139
2023 Q3	$285K	Sell	17,207 -183	-1%	-$3.15K	0.1%	131
2023 Q2	$299K	Sell	17,390 -733	-4%	-$12.4K	0.11%	124
2023 Q1	$317K	Sell	18,123 -1,577	-8%	-$28K	0.12%	124
2022 Q4	$356K	Sell	19,700 -2,306	-10%	-$41.5K	0.13%	121
2022 Q3	$366K	Sell	22,006 -150	-0.7%	-$2.67K	0.15%	114
2022 Q2	$371K	Hold	22,156	–	–	0.14%	116
2022 Q1	$419K	Sell	22,156 -2,600	-11%	-$45.8K	0.14%	122
2021 Q4	$393K	Sell	24,756 -179	-0.7%	-$2.98K	0.11%	131
2021 Q3	$417K	Sell	24,935 -1,881	-7%	-$32K	0.12%	125
2021 Q2	$489K	Sell	26,816 -482	-2%	-$8.59K	0.14%	117
2021 Q1	$455K	Buy	27,298 +21	+0.1%	+$321	0.14%	116
2020 Q4	$373K	Sell	27,277 -2,616	-9%	-$35K	0.12%	121
2020 Q3	$369K	Sell	29,893 -658	-2%	-$9.17K	0.14%	114
2020 Q2	$463K	Buy	30,551 +20	+0.1%	+$304	0.18%	102
2020 Q1	$425K	Sell	30,531 -137	-0.4%	-$2.61K	0.19%	102
2019 Q4	$649K	Buy	30,668 +13	+0%	+$263	0.23%	95
2019 Q3	$632K	Sell	30,655 -1,736	-5%	-$35.6K	0.25%	95
2019 Q2	$676K	Sell	32,391 -1,837	-5%	-$37K	0.27%	89
2019 Q1	$685K	Buy	34,228 +12	+0%	+$224	0.28%	87
2018 Q4	$526K	Sell	34,216 -2,288	-6%	-$38.7K	0.24%	94
2018 Q3	$647K	Buy	36,504 +1,011	+3%	+$18.1K	0.25%	92
2018 Q2	$627K	Sell	35,493 -1,473	-4%	-$24.1K	0.26%	92
2018 Q1	$557K	Buy	36,966 +9,682	+35%	+$168K	0.23%	95
2017 Q4	$493K	Sell	27,284 -2,904	-10%	-$52.1K	0.2%	102
2017 Q3	$579K	Sell	30,188 -1,637	-5%	-$31.9K	0.26%	90
2017 Q2	$610K	Buy	31,825 +11,722	+58%	+$233K	0.29%	78
2017 Q1	$437K	Buy	20,103 +660	+3%	+$14.4K	0.21%	99
2016 Q4	$403K	Sell	19,443 -4,292	-18%	-$90.7K	0.21%	101
2016 Q3	$549K	Buy	23,735 +1,389	+6%	+$29.4K	0.31%	76
2016 Q2	$418K	Buy	22,346 +2,200	+11%	+$39.2K	0.24%	89
2016 Q1	$360K	Buy	20,146 +2,600	+15%	+$42.5K	0.22%	91
2015 Q4	$262K	Buy	17,546 +650	+4%	+$15.5K	0.17%	110
2015 Q3	$468K	Buy	16,896 +185	+1%	+$6.13K	0.32%	71
2015 Q2	$642K	Hold	16,711	–	–	0.41%	61
2015 Q1	$703K	Hold	16,711	–	–	0.45%	57
2014 Q4	$707K	Buy	+16,711	New	+$658K	0.46%	56

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Court Place Advisors's KMI Position: Q4 2024 in Review

Court Place Advisors sold out of Kinder Morgan (KMI) in Q4 2024, closing a stake of 9,102 shares — an estimated $201K sold.

Court Place Advisors first reported a position in KMI in Q4 2014 and held it in 39 quarters. The position peaked at $707K in Q4 2014. 1,600 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

Court Place Advisors reported no remaining Kinder Morgan position as of Q4 2024 after selling out during the quarter.
Court Place Advisors sold 9,102 Kinder Morgan shares in Q4 2024, an estimated $201K.
Court Place Advisors first reported a position in Kinder Morgan in Q4 2014 and held it in 39 quarters.
Court Place Advisors's Kinder Morgan position peaked at $707K in Q4 2014.
1,600 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

Based on Court Place Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.