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Fernwood Investment Management’s Kinder Morgan KMI Stock Holding History

Fernwood 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
2024
Q2 		– Sell
-5,884
Closed -$108K – 465
2024
Q1 		$108K Buy
+5,884
New +$103K 0.03% 259
2020
Q4 		– Sell
-13,476
Closed -$166K – 187
2020
Q3 		$166K Buy
13,476
+300
+2% +$4.18K 0.08% 160
2020
Q2 		$200K Buy
13,176
+1,525
+13% +$23.2K 0.1% 161
2020
Q1 		$162K Hold
11,651
– – 0.1% 136
2019
Q4 		$247K Sell
11,651
-1,000
-8% -$20.2K 0.12% 132
2019
Q3 		$261K Buy
12,651
+600
+5% +$12.3K 0.13% 148
2019
Q2 		$252K Sell
12,051
-600
-5% -$12.1K 0.14% 129
2019
Q1 		$253K Hold
12,651
– – 0.14% 130
2018
Q4 		$195K Sell
12,651
-445
-3% -$7.53K 0.13% 139
2018
Q3 		$232K Buy
13,096
+200
+2% +$3.58K 0.12% 143
2018
Q2 		$228K Hold
12,896
– – 0.12% 138
2018
Q1 		$194K Sell
12,896
-1,112
-8% -$19.3K 0.11% 139
2017
Q4 		$253K Sell
14,008
-4,491
-24% -$80.6K 0.14% 129
2017
Q3 		$355K Sell
18,499
-1,500
-8% -$29.2K 0.22% 97
2017
Q2 		$383K Buy
19,999
+319
+2% +$6.34K 0.28% 97
2017
Q1 		$428K Buy
19,680
+794
+4% +$17.4K 0.34% 79
2016
Q4 		$391K Sell
18,886
-10,484
-36% -$222K 0.37% 81
2016
Q3 		$679K Buy
29,370
+1,195
+4% +$25.3K 0.62% 50
2016
Q2 		$527K Sell
28,175
-438
-2% -$7.81K 0.52% 56
2016
Q1 		$511K Sell
28,613
-3,056
-10% -$50K 0.52% 53
2015
Q4 		$473K Sell
31,669
-18,459
-37% -$440K 0.4% 60
2015
Q3 		$1.39M Buy
50,128
+3,362
+7% +$111K 1.22% 31
2015
Q2 		$1.79M Buy
46,766
+3,594
+8% +$150K 1.41% 24
2015
Q1 		$1.82M Buy
43,172
+217
+0.5% +$8.98K 1.49% 21
2014
Q4 		$1.82M Buy
+42,955
New +$1.69M 1.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fernwood Investment Management's KMI Position: Q2 2024 in Review

Fernwood Investment Management sold out of Kinder Morgan (KMI) in Q2 2024, closing a stake of 5,884 shares — an estimated $108K sold.

Fernwood Investment Management first reported a position in KMI in Q4 2014 and held it in 25 quarters. The position peaked at $1.82M in Q4 2014. 1,392 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

  • Fernwood Investment Management reported no remaining Kinder Morgan position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 5,884 Kinder Morgan shares in Q2 2024, an estimated $108K.
  • Fernwood Investment Management first reported a position in Kinder Morgan in Q4 2014 and held it in 25 quarters.
  • Fernwood Investment Management's Kinder Morgan position peaked at $1.82M in Q4 2014.
  • 1,392 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.