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H.L. Ormond & Company’s Kinder Morgan KMI Stock Holding History

H.L. Ormond & Company’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
2022
Q3 		$579K Buy
34,753
+1,086
+3% +$19.3K 0.93% 54
2022
Q2 		$564K Sell
33,667
-313
-0.9% -$5.86K 0.91% 57
2022
Q1 		$642K Buy
33,980
+156
+0.5% +$2.75K 0.78% 60
2021
Q4 		$585K Buy
+33,824
New +$563K 0.69% 65

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

H.L. Ormond & Company's KMI Position: Q3 2022 in Review

H.L. Ormond & Company increased its Kinder Morgan (KMI) stake by 3.2% in Q3 2022, buying an estimated $19.3K and bringing the position to 34,753 shares worth $579K. The position accounts for 0.93% of the portfolio, ranked #54.

H.L. Ormond & Company first reported a position in KMI in Q4 2021 and has held it in 4 quarters since. The position peaked at $642K in Q1 2022. 1,294 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

  • H.L. Ormond & Company held 34,753 shares of Kinder Morgan worth $579K as of Q3 2022.
  • H.L. Ormond & Company bought 1,086 Kinder Morgan shares in Q3 2022, an estimated $19.3K.
  • Kinder Morgan made up 0.93% of H.L. Ormond & Company's portfolio in Q3 2022, its #54 holding.
  • H.L. Ormond & Company first reported a position in Kinder Morgan in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Kinder Morgan position peaked at $642K in Q1 2022.
  • 1,294 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.