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Donaldson Capital Management’s Kinder Morgan KMI Stock Holding History

Donaldson Capital 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
Q2 		– Sell
-11,828
Closed -$207K – 232
2023
Q1 		$207K Sell
11,828
-742
-6% -$13.2K 0.01% 213
2022
Q4 		$227K Sell
12,570
-673
-5% -$12.1K 0.01% 213
2022
Q3 		$220K Sell
13,243
-2,599
-16% -$46.2K 0.01% 210
2022
Q2 		$266K Sell
15,842
-208
-1% -$3.89K 0.01% 204
2022
Q1 		$304K Sell
16,050
-5,635
-26% -$99.2K 0.01% 220
2021
Q4 		$344K Sell
21,685
-4,485
-17% -$74.6K 0.02% 227
2021
Q3 		$438K Sell
26,170
-793,679
-97% -$13.5M 0.02% 185
2021
Q2 		$14.9M Buy
819,849
+34,591
+4% +$617K 0.76% 38
2021
Q1 		$13.1M Buy
785,258
+25,647
+3% +$392K 0.72% 37
2020
Q4 		$10.4M Sell
759,611
-106,636
-12% -$1.43M 0.61% 37
2020
Q3 		$10.7M Sell
866,247
-19,709
-2% -$275K 0.72% 32
2020
Q2 		$13.4M Sell
885,956
-9,314
-1% -$142K 0.98% 31
2020
Q1 		$12.5M Sell
895,270
-157,171
-15% -$2.99M 1.09% 30
2019
Q4 		$22.3M Buy
1,052,441
+24,669
+2% +$499K 1.51% 31
2019
Q3 		$21.2M Buy
1,027,772
+116,270
+13% +$2.39M 1.57% 31
2019
Q2 		$19M Buy
+911,502
New +$18.4M 1.58% 30
2016
Q1 		– Sell
-17,731
Closed -$265K – 143
2015
Q4 		$265K Sell
17,731
-526,593
-97% -$12.5M 0.04% 123
2015
Q3 		$15.1M Sell
544,324
-17,383
-3% -$576K 2.25% 26
2015
Q2 		$21.6M Buy
561,707
+15,826
+3% +$661K 3.07% 8
2015
Q1 		$23M Sell
545,881
-68,198
-11% -$2.82M 3.23% 5
2014
Q4 		$26M Buy
+614,079
New +$24.2M 3.88% 3

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Donaldson Capital Management's KMI Position: Q2 2023 in Review

Donaldson Capital Management sold out of Kinder Morgan (KMI) in Q2 2023, closing a stake of 11,828 shares — an estimated $207K sold.

Donaldson Capital Management first reported a position in KMI in Q4 2014 and held it in 21 quarters. The position peaked at $26M in Q4 2014. 1,309 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

  • Donaldson Capital Management reported no remaining Kinder Morgan position as of Q2 2023 after selling out during the quarter.
  • Donaldson Capital Management sold 11,828 Kinder Morgan shares in Q2 2023, an estimated $207K.
  • Donaldson Capital Management first reported a position in Kinder Morgan in Q4 2014 and held it in 21 quarters.
  • Donaldson Capital Management's Kinder Morgan position peaked at $26M in Q4 2014.
  • 1,309 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on Donaldson Capital Management's 13F filing for Q2 2023, filed 17 Jul 2023.