GYL Financial Synergies’s Kinder Morgan KMI Stock Holding History

GYL Financial Synergies’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 Q3	$3.25M	Buy	147,170 +808	+0.6%	+$17K	0.24%	93
2024 Q2	$2.91M	Sell	146,362 -174,195	-54%	-$3.32M	0.22%	96
2024 Q1	$5.88M	Sell	320,557 -8,304	-3%	-$145K	0.46%	57
2023 Q4	$5.8M	Sell	328,861 -9,024	-3%	-$154K	0.48%	54
2023 Q3	$5.6M	Sell	337,885 -6,271	-2%	-$108K	0.54%	45
2023 Q2	$5.93M	Buy	344,156 +2,928	+0.9%	+$49.7K	0.54%	45
2023 Q1	$5.97M	Buy	+341,228	New	+$6.07M	0.72%	40
2020 Q2	–	Sell	-19,267	Closed	-$268K	–	159
2020 Q1	$268K	Sell	19,267 -9,528	-33%	-$181K	0.17%	114
2019 Q4	$610K	Buy	28,795 +2,277	+9%	+$46.1K	0.27%	69
2019 Q3	$547K	Buy	26,518 +567	+2%	+$11.6K	0.27%	68
2019 Q2	$542K	Buy	+25,951	New	+$523K	0.29%	65

Other funds holding KMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GYL Financial Synergies's KMI Position: Q3 2024 in Review

GYL Financial Synergies increased its Kinder Morgan (KMI) stake by 0.55% in Q3 2024, buying an estimated $17K and bringing the position to 147,170 shares worth $3.25M. The position accounts for 0.24% of the portfolio, ranked #93.

GYL Financial Synergies first reported a position in KMI in Q2 2019 and has held it in 11 quarters since. The position peaked at $5.97M in Q1 2023. 1,419 funds tracked by Wall St. Rank hold KMI as of Q3 2024.

GYL Financial Synergies held 147,170 shares of Kinder Morgan worth $3.25M as of Q3 2024.
GYL Financial Synergies bought 808 Kinder Morgan shares in Q3 2024, an estimated $17K.
Kinder Morgan made up 0.24% of GYL Financial Synergies's portfolio in Q3 2024, its #93 holding.
GYL Financial Synergies first reported a position in Kinder Morgan in Q2 2019 and has held it in 11 quarters since.
GYL Financial Synergies's Kinder Morgan position peaked at $5.97M in Q1 2023.
1,419 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.