Gratus Capital’s Kinder Morgan KMI Stock Holding History

Gratus Capital’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	$16.6M	Buy	837,868 +186,649	+29%	+$3.56M	0.67%	44
2024 Q1	$11.9M	Buy	651,219 +236,254	+57%	+$4.13M	0.55%	58
2023 Q4	$7.32M	Sell	414,965 -1,080	-0.3%	-$18.4K	0.41%	75
2023 Q3	$6.9M	Buy	+416,045	New	+$7.17M	0.47%	67
2015 Q4	–	Sell	-138,451	Closed	-$3.83M	–	102
2015 Q3	$3.83M	Buy	138,451 +6,132	+5%	+$203K	0.92%	29
2015 Q2	$5.08M	Sell	132,319 -979	-0.7%	-$40.9K	1.18%	20
2015 Q1	$5.61M	Buy	133,298 +2,147	+2%	+$88.9K	1.25%	12
2014 Q4	$5.55M	Buy	+131,151	New	+$5.17M	1.31%	11

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gratus Capital's KMI Position: Q2 2024 in Review

Gratus Capital increased its Kinder Morgan (KMI) stake by 29% in Q2 2024, buying an estimated $3.56M and bringing the position to 837,868 shares worth $16.6M. The position accounts for 0.67% of the portfolio, ranked #44.

Gratus Capital first reported a position in KMI in Q4 2014 and has held it in 8 quarters since. 1,391 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

Gratus Capital held 837,868 shares of Kinder Morgan worth $16.6M as of Q2 2024.
Gratus Capital bought 186,649 Kinder Morgan shares in Q2 2024, an estimated $3.56M.
Kinder Morgan made up 0.67% of Gratus Capital's portfolio in Q2 2024, its #44 holding.
Gratus Capital first reported a position in Kinder Morgan in Q4 2014 and has held it in 8 quarters since.
1,391 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.