Epoch Investment Partners’s Kinder Morgan KMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-23,707	Closed	-$393K	–	425
2023 Q3	$393K	Sell	23,707 -1,322	-5%	-$22.8K	﹤0.01%	392
2023 Q2	$431K	Hold	25,029	–	–	﹤0.01%	409
2023 Q1	$438K	Buy	25,029 +8	+0%	+$142	﹤0.01%	402
2022 Q4	$452K	Buy	25,021 +52	+0.2%	+$935	﹤0.01%	386
2022 Q3	$415K	Buy	24,969 +52	+0.2%	+$924	﹤0.01%	399
2022 Q2	$418K	Buy	24,917 +131	+0.5%	+$2.45K	﹤0.01%	404
2022 Q1	$469K	Buy	+24,786	New	+$436K	﹤0.01%	408
2017 Q2	–	Sell	-53,198	Closed	-$1.16M	–	306
2017 Q1	$1.16M	Buy	+53,198	New	+$1.16M	﹤0.01%	289
2015 Q4	–	Sell	-10,488,762	Closed	-$290M	–	300
2015 Q3	$290M	Buy	10,488,762 +2,771,658	+36%	+$91.8M	1.13%	31
2015 Q2	$296M	Buy	7,717,104 +540,806	+8%	+$22.6M	1.09%	27
2015 Q1	$302M	Buy	7,176,298 +94,254	+1%	+$3.9M	1.13%	26
2014 Q4	$300M	Buy	7,082,044 +7,072,204	+71,872%	+$279M	1.08%	29
2014 Q3	$377K	Hold	9,840	–	–	﹤0.01%	256
2014 Q2	$357K	Hold	9,840	–	–	﹤0.01%	260
2014 Q1	$320K	Hold	9,840	–	–	﹤0.01%	262
2013 Q4	$354K	Hold	9,840	–	–	﹤0.01%	247
2013 Q3	$350K	Buy	9,840 +1,280	+15%	+$48K	﹤0.01%	258
2013 Q2	$327K	Buy	+8,560	New	+$332K	﹤0.01%	254