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Epoch Investment Partners’s Kinder Morgan KMI Stock Holding History

Epoch Investment Partners’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
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

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Epoch Investment Partners's KMI Position: Q4 2023 in Review

Epoch Investment Partners sold out of Kinder Morgan (KMI) in Q4 2023, closing a stake of 23,707 shares — an estimated $393K sold.

Epoch Investment Partners first reported a position in KMI in Q2 2013 and held it in 18 quarters. The position peaked at $302M in Q1 2015. 1,387 funds tracked by Wall St. Rank hold KMI as of Q4 2023.

  • Epoch Investment Partners reported no remaining Kinder Morgan position as of Q4 2023 after selling out during the quarter.
  • Epoch Investment Partners sold 23,707 Kinder Morgan shares in Q4 2023, an estimated $393K.
  • Epoch Investment Partners first reported a position in Kinder Morgan in Q2 2013 and held it in 18 quarters.
  • Epoch Investment Partners's Kinder Morgan position peaked at $302M in Q1 2015.
  • 1,387 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2023.

Based on Epoch Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.