DI
KMI icon

Disciplined Investments’s Kinder Morgan KMI Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-1,505
Closed -$25.9K – 864
2023
Q2 		$25.9K Sell
1,505
-11
-0.7% -$187 0.01% 265
2023
Q1 		$26.5K Buy
1,516
+10
+0.7% +$178 0.01% 284
2022
Q4 		$27.2K Sell
1,506
-32
-2% -$576 0.01% 256
2022
Q3 		$26K Buy
1,538
+11
+0.7% +$196 0.01% 284
2022
Q2 		$26K Buy
1,527
+32
+2% +$599 0.01% 290
2022
Q1 		$28K Buy
1,495
+180
+14% +$3.17K 0.01% 295
2021
Q4 		$21K Hold
1,315
– – 0.01% 303
2021
Q3 		$22K Hold
1,315
– – 0.01% 261
2021
Q2 		$24K Buy
+1,315
New +$23.4K 0.01% 251
2020
Q1 		– Sell
-14
Closed – – 449
2019
Q4 		$0 Buy
+14
New +$283 ﹤0.01% 428

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Disciplined Investments's KMI Position: Q3 2023 in Review

Disciplined Investments sold out of Kinder Morgan (KMI) in Q3 2023, closing a stake of 1,505 shares — an estimated $25.9K sold.

Disciplined Investments first reported a position in KMI in Q4 2019 and held it in 10 quarters. The position peaked at $28K in Q1 2022. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • Disciplined Investments reported no remaining Kinder Morgan position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 1,505 Kinder Morgan shares in Q3 2023, an estimated $25.9K.
  • Disciplined Investments first reported a position in Kinder Morgan in Q4 2019 and held it in 10 quarters.
  • Disciplined Investments's Kinder Morgan position peaked at $28K in Q1 2022.
  • 1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.