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Ellevest Inc’s Kinder Morgan KMI Stock Holding History

Ellevest Inc’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
-5,467
Closed -$95.7K – 1019
2023
Q1 		$95.7K Buy
+5,467
New +$97.2K 0.01% 460
2022
Q3 		– Sell
-484
Closed -$8K – 1732
2022
Q2 		$8K Hold
484
– – ﹤0.01% 939
2022
Q1 		$9K Hold
484
– – ﹤0.01% 906
2021
Q4 		$8K Buy
+484
New +$8.05K ﹤0.01% 898
2021
Q3 		– Sell
-415
Closed -$8K – 1496
2021
Q2 		$8K Sell
415
-650
-61% -$11.6K ﹤0.01% 805
2021
Q1 		$18K Buy
1,065
+326
+44% +$4.98K ﹤0.01% 677
2020
Q4 		$10K Buy
739
+284
+62% +$3.8K ﹤0.01% 743
2020
Q3 		$6K Sell
455
-153
-25% -$2.13K ﹤0.01% 737
2020
Q2 		$9K Buy
+608
New +$9.24K ﹤0.01% 641
2020
Q1 		– Sell
-20
Closed – – 1198
2019
Q4 		$0 Sell
20
-13
-39% -$263 ﹤0.01% 1013
2019
Q3 		$1K Sell
33
-549
-94% -$11.3K ﹤0.01% 409
2019
Q2 		$12K Buy
582
+151
+35% +$3.04K ﹤0.01% 237
2019
Q1 		$9K Buy
+431
New +$8.04K ﹤0.01% 199

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

Ellevest Inc's KMI Position: Q2 2023 in Review

Ellevest Inc sold out of Kinder Morgan (KMI) in Q2 2023, closing a stake of 5,467 shares — an estimated $95.7K sold.

Ellevest Inc first reported a position in KMI in Q1 2019 and held it in 13 quarters. The position peaked at $95.7K in Q1 2023. 1,308 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

  • Ellevest Inc reported no remaining Kinder Morgan position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 5,467 Kinder Morgan shares in Q2 2023, an estimated $95.7K.
  • Ellevest Inc first reported a position in Kinder Morgan in Q1 2019 and held it in 13 quarters.
  • Ellevest Inc's Kinder Morgan position peaked at $95.7K in Q1 2023.
  • 1,308 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.