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Dowling & Yahnke’s Kinder Morgan KMI Stock Holding History

Dowling & Yahnke’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
Q3 		$195K Sell
11,708
-113
-1% -$2.01K 0.01% 353
2022
Q2 		$198K Sell
11,821
-616
-5% -$11.5K 0.01% 356
2022
Q1 		$235K Sell
12,437
-1,089
-8% -$19.2K 0.01% 345
2021
Q4 		$215K Sell
13,526
-11,830
-47% -$197K 0.01% 363
2021
Q3 		$424K Hold
25,356
– – 0.02% 276
2021
Q2 		$462K Sell
25,356
-596
-2% -$10.6K 0.03% 265
2021
Q1 		$432K Sell
25,952
-11,091
-30% -$169K 0.03% 261
2020
Q4 		$506K Buy
37,043
+3,905
+12% +$52.3K 0.04% 242
2020
Q3 		$409K Buy
33,138
+2,985
+10% +$41.6K 0.03% 248
2020
Q2 		$457K Sell
30,153
-15,017
-33% -$228K 0.04% 238
2020
Q1 		$629K Sell
45,170
-25,413
-36% -$484K 0.06% 200
2019
Q4 		$1.49M Buy
70,583
+4,135
+6% +$83.7K 0.11% 168
2019
Q3 		$1.37M Buy
66,448
+8,510
+15% +$175K 0.11% 169
2019
Q2 		$1.21M Buy
57,938
+6,826
+13% +$138K 0.1% 176
2019
Q1 		$1.02M Buy
51,112
+4,288
+9% +$80K 0.1% 170
2018
Q4 		$799K Buy
46,824
+5,860
+14% +$99.2K 0.08% 169
2018
Q3 		$726K Buy
40,964
+690
+2% +$12.3K 0.06% 202
2018
Q2 		$712K Sell
40,274
-17,015
-30% -$278K 0.07% 207
2018
Q1 		$863K Sell
57,289
-5,565
-9% -$96.4K 0.08% 202
2017
Q4 		$1.14M Buy
+62,854
New +$1.13M 0.1% 180

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dowling & Yahnke's KMI Position: Q3 2022 in Review

Dowling & Yahnke reduced its Kinder Morgan (KMI) stake by 0.96% in Q3 2022, selling an estimated $2.01K and leaving 11,708 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #353.

Dowling & Yahnke first reported a position in KMI in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.49M in Q4 2019. 1,295 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

  • Dowling & Yahnke held 11,708 shares of Kinder Morgan worth $195K as of Q3 2022.
  • Dowling & Yahnke sold 113 Kinder Morgan shares in Q3 2022, an estimated $2.01K.
  • Kinder Morgan made up 0.01% of Dowling & Yahnke's portfolio in Q3 2022, its #353 holding.
  • Dowling & Yahnke first reported a position in Kinder Morgan in Q4 2017 and has held it in 20 quarters since.
  • Dowling & Yahnke's Kinder Morgan position peaked at $1.49M in Q4 2019.
  • 1,295 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.