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Essex Investment Management’s Kinder Morgan KMI Stock Holding History

Essex Investment Management’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
Q1 		– Sell
-497
Closed -$9K – 408
2022
Q4 		$9K Hold
497
– – ﹤0.01% 373
2022
Q3 		$8K Hold
497
– – ﹤0.01% 378
2022
Q2 		$8K Hold
497
– – ﹤0.01% 394
2022
Q1 		$9K Hold
497
– – ﹤0.01% 374
2021
Q4 		$8K Hold
497
– – ﹤0.01% 387
2021
Q3 		$8K Hold
497
– – ﹤0.01% 400
2021
Q2 		$9K Sell
497
-215
-30% -$3.83K ﹤0.01% 399
2021
Q1 		$12K Hold
712
– – ﹤0.01% 416
2020
Q4 		$10K Hold
712
– – ﹤0.01% 439
2020
Q3 		$9K Hold
712
– – ﹤0.01% 443
2020
Q2 		$11K Hold
712
– – ﹤0.01% 392
2020
Q1 		$10K Sell
712
-552
-44% -$10.5K ﹤0.01% 362
2019
Q4 		$27K Sell
1,264
-163
-11% -$3.3K ﹤0.01% 424
2019
Q3 		$29K Sell
1,427
-147
-9% -$3.02K ﹤0.01% 412
2019
Q2 		$33K Hold
1,574
– – ﹤0.01% 411
2019
Q1 		$31K Hold
1,574
– – ﹤0.01% 414
2018
Q4 		$24K Buy
+1,574
New +$26.6K ﹤0.01% 420
2015
Q4 		– Sell
-10,898
Closed -$302K – 319
2015
Q3 		$302K Hold
10,898
– – 0.05% 268
2015
Q2 		$418K Sell
10,898
-2,197
-17% -$91.7K 0.06% 244
2015
Q1 		$551K Sell
13,095
-433
-3% -$17.9K 0.08% 226
2014
Q4 		$572K Hold
13,528
– – 0.08% 207
2014
Q3 		$519K Buy
13,528
+203
+2% +$7.71K 0.08% 220
2014
Q2 		$483K Buy
13,325
+1,909
+17% +$64.4K 0.07% 246
2014
Q1 		$371K Sell
11,416
-1,417
-11% -$47.5K 0.05% 275
2013
Q4 		$462K Sell
12,833
-787
-6% -$27.6K 0.07% 278
2013
Q3 		$484K Sell
13,620
-175
-1% -$6.56K 0.07% 256
2013
Q2 		$526K Buy
+13,795
New +$535K 0.09% 220

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 $1.37T 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essex Investment Management's KMI Position: Q1 2023 in Review

Essex Investment Management sold out of Kinder Morgan (KMI) in Q1 2023, closing a stake of 497 shares — an estimated $9K sold.

Essex Investment Management first reported a position in KMI in Q2 2013 and held it in 27 quarters. The position peaked at $572K in Q4 2014. 1,304 funds tracked by Wall St. Rank hold KMI as of Q1 2023.

  • Essex Investment Management reported no remaining Kinder Morgan position as of Q1 2023 after selling out during the quarter.
  • Essex Investment Management sold 497 Kinder Morgan shares in Q1 2023, an estimated $9K.
  • Essex Investment Management first reported a position in Kinder Morgan in Q2 2013 and held it in 27 quarters.
  • Essex Investment Management's Kinder Morgan position peaked at $572K in Q4 2014.
  • 1,304 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2023.

Based on Essex Investment Management's 13F filing for Q1 2023, filed 4 May 2023.