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Dalton Investments’s Kinder Morgan KMI Stock Holding History

Dalton Investments’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
Q1 		– Sell
-79,099
Closed -$1.08M – 34
2020
Q4 		$1.08M Sell
79,099
-16,893
-18% -$226K 0.53% 27
2020
Q3 		$1.18M Hold
95,992
– – 0.78% 26
2020
Q2 		$1.46M Hold
95,992
– – 1.06% 24
2020
Q1 		$1.34M Buy
+95,992
New +$1.83M 1.03% 24

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Dalton Investments's KMI Position: Q1 2021 in Review

Dalton Investments sold out of Kinder Morgan (KMI) in Q1 2021, closing a stake of 79,099 shares — an estimated $1.08M sold.

Dalton Investments first reported a position in KMI in Q1 2020 and held it in 4 quarters. The position peaked at $1.46M in Q2 2020. 1,145 funds tracked by Wall St. Rank hold KMI as of Q1 2021.

  • Dalton Investments reported no remaining Kinder Morgan position as of Q1 2021 after selling out during the quarter.
  • Dalton Investments sold 79,099 Kinder Morgan shares in Q1 2021, an estimated $1.08M.
  • Dalton Investments first reported a position in Kinder Morgan in Q1 2020 and held it in 4 quarters.
  • Dalton Investments's Kinder Morgan position peaked at $1.46M in Q2 2020.
  • 1,145 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2021.

Based on Dalton Investments's 13F filing for Q1 2021, filed 17 May 2021.