Defender Capital’s Kinder Morgan KMI Stock Holding History

Defender Capital’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 Q4	–	Sell	-36,000	Closed	-$599K	–	35
2022 Q3	$599K	Buy	36,000 +5,000	+16%	+$88.9K	0.23%	21
2022 Q2	$520K	Sell	31,000 -10,000	-24%	-$187K	0.2%	22
2022 Q1	$775K	Hold	41,000	–	–	0.27%	19
2021 Q4	$650K	Hold	41,000	–	–	0.21%	26
2021 Q3	$686K	Sell	41,000 -29,000	-41%	-$493K	0.22%	25
2021 Q2	$1.28M	Buy	70,000 +55,000	+367%	+$981K	0.42%	17
2021 Q1	$250K	Buy	+15,000	New	+$229K	0.09%	34
2020 Q4	–	Sell	-10,000	Closed	-$123K	–	32
2020 Q3	$123K	Buy	+10,000	New	+$139K	0.06%	29
2020 Q1	–	Sell	-118,089	Closed	-$2.5M	–	23
2019 Q4	$2.5M	Buy	118,089 +211	+0.2%	+$4.27K	2.22%	10
2019 Q3	$2.43M	Sell	117,878 -2,953	-2%	-$60.6K	2.16%	10
2019 Q2	$2.48M	Sell	120,831 -28,958	-19%	-$584K	2.01%	9
2019 Q1	$2.99M	Sell	149,789 -3,572	-2%	-$66.7K	2.39%	9
2018 Q4	$2.36M	Buy	+153,361	New	+$2.6M	2.25%	9

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Defender Capital's KMI Position: Q4 2022 in Review

Defender Capital sold out of Kinder Morgan (KMI) in Q4 2022, closing a stake of 36,000 shares — an estimated $599K sold.

Defender Capital first reported a position in KMI in Q4 2018 and held it in 13 quarters. The position peaked at $2.99M in Q1 2019. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

Defender Capital reported no remaining Kinder Morgan position as of Q4 2022 after selling out during the quarter.
Defender Capital sold 36,000 Kinder Morgan shares in Q4 2022, an estimated $599K.
Defender Capital first reported a position in Kinder Morgan in Q4 2018 and held it in 13 quarters.
Defender Capital's Kinder Morgan position peaked at $2.99M in Q1 2019.
1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Defender Capital's 13F filing for Q4 2022, filed 12 Jan 2023.