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Econ Financial Services’s Kinder Morgan KMI Stock Holding History

Econ Financial Services’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
-122,466
Closed -$2.11M – 89
2023
Q2 		$2.11M Buy
122,466
+681
+0.6% +$11.6K 1.49% 25
2023
Q1 		$2.13M Buy
+121,785
New +$2.17M 1.61% 23

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

Econ Financial Services's KMI Position: Q3 2023 in Review

Econ Financial Services sold out of Kinder Morgan (KMI) in Q3 2023, closing a stake of 122,466 shares — an estimated $2.11M sold.

Econ Financial Services first reported a position in KMI in Q1 2023 and held it in 2 quarters. The position peaked at $2.13M in Q1 2023. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • Econ Financial Services reported no remaining Kinder Morgan position as of Q3 2023 after selling out during the quarter.
  • Econ Financial Services sold 122,466 Kinder Morgan shares in Q3 2023, an estimated $2.11M.
  • Econ Financial Services first reported a position in Kinder Morgan in Q1 2023 and held it in 2 quarters.
  • Econ Financial Services's Kinder Morgan position peaked at $2.13M in Q1 2023.
  • 1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.