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Groesbeck Investment Management’s Kinder Morgan KMI Stock Holding History

Groesbeck 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
2021
Q1 		– Sell
-18,482
Closed -$253K – 91
2020
Q4 		$253K Buy
18,482
+462
+3% +$6.18K 0.41% 77
2020
Q3 		$222K Hold
18,020
– – 0.42% 76
2020
Q2 		$273K Sell
18,020
-909
-5% -$13.8K 0.54% 70
2020
Q1 		$263K Sell
18,929
-266
-1% -$5.06K 0.71% 59
2019
Q4 		$406K Sell
19,195
-2,201
-10% -$44.5K 0.3% 78
2019
Q3 		$441K Buy
21,396
+114
+0.5% +$2.34K 0.33% 76
2019
Q2 		$444K Buy
21,282
+36
+0.2% +$726 0.36% 74
2019
Q1 		$425K Sell
21,246
-2,437
-10% -$45.5K 0.32% 72
2018
Q4 		$364K Sell
23,683
-2,155
-8% -$36.5K 0.31% 69
2018
Q3 		$458K Sell
25,838
-737
-3% -$13.2K 0.31% 71
2018
Q2 		$470K Buy
26,575
+500
+2% +$8.18K 0.33% 67
2018
Q1 		$393K Buy
26,075
+2,665
+11% +$46.2K 0.28% 70
2017
Q4 		$423K Sell
23,410
-363
-2% -$6.51K 0.3% 73
2017
Q3 		$456K Sell
23,773
-1,739
-7% -$33.9K 0.33% 64
2017
Q2 		$489K Sell
25,512
-3,525
-12% -$70.1K 0.36% 60
2017
Q1 		$631K Sell
29,037
-1,502
-5% -$32.8K 0.47% 51
2016
Q4 		$632K Sell
30,539
-6,850
-18% -$145K 0.49% 51
2016
Q3 		$865K Sell
37,389
-91,963
-71% -$1.95M 0.64% 38
2016
Q2 		$2.42M Sell
129,352
-1,753
-1% -$31.2K 1.77% 23
2016
Q1 		$2.34M Sell
131,105
-1,044
-0.8% -$17.1K 1.68% 24
2015
Q4 		$1.97M Sell
132,149
-40,057
-23% -$955K 1.26% 29
2015
Q3 		$4.77M Buy
172,206
+48,692
+39% +$1.61M 3.01% 8
2015
Q2 		$4.74M Sell
123,514
-8,306
-6% -$347K 2.27% 16
2015
Q1 		$5.54M Buy
131,820
+29,750
+29% +$1.23M 2.69% 10
2014
Q4 		$4.32M Buy
102,070
+93,695
+1,119% +$3.69M 2.12% 17
2014
Q3 		$321K Hold
8,375
– – 0.15% 76
2014
Q2 		$304K Buy
+8,375
New +$283K 0.13% 77

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Groesbeck Investment Management's KMI Position: Q1 2021 in Review

Groesbeck Investment Management sold out of Kinder Morgan (KMI) in Q1 2021, closing a stake of 18,482 shares — an estimated $253K sold.

Groesbeck Investment Management first reported a position in KMI in Q2 2014 and held it in 27 quarters. The position peaked at $5.54M in Q1 2015. 1,145 funds tracked by Wall St. Rank hold KMI as of Q1 2021.

  • Groesbeck Investment Management reported no remaining Kinder Morgan position as of Q1 2021 after selling out during the quarter.
  • Groesbeck Investment Management sold 18,482 Kinder Morgan shares in Q1 2021, an estimated $253K.
  • Groesbeck Investment Management first reported a position in Kinder Morgan in Q2 2014 and held it in 27 quarters.
  • Groesbeck Investment Management's Kinder Morgan position peaked at $5.54M in Q1 2015.
  • 1,145 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2021.

Based on Groesbeck Investment Management's 13F filing for Q1 2021, filed 5 May 2021.