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Horan Securities’s Kinder Morgan KMI Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-718
Closed -$12.4K – 400
2023
Q2 		$12.4K Sell
718
-69
-9% -$1.17K 0.01% 365
2023
Q1 		$13.8K Buy
787
+62
+9% +$1.1K 0.01% 339
2022
Q4 		$13.1K Buy
725
+2
+0.3% +$36 0.01% 340
2022
Q3 		$12K Buy
723
+3
+0.4% +$53 0.01% 335
2022
Q2 		$12K Buy
720
+43
+6% +$805 0.01% 301
2022
Q1 		$13K Buy
677
+2
+0.3% +$35 0.01% 297
2021
Q4 		$11K Buy
+675
New +$11.2K 0.01% 313
2021
Q2 		$10K Hold
550
– – 0.01% 305
2021
Q1 		$9K Buy
+550
New +$8.4K 0.01% 288
2020
Q2 		– Sell
-38
Closed -$1K – 342
2020
Q1 		$1K Buy
+38
New +$723 ﹤0.01% 232

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Horan Securities's KMI Position: Q3 2023 in Review

Horan Securities sold out of Kinder Morgan (KMI) in Q3 2023, closing a stake of 718 shares — an estimated $12.4K sold.

Horan Securities first reported a position in KMI in Q1 2020 and held it in 10 quarters. The position peaked at $13.8K in Q1 2023. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • Horan Securities reported no remaining Kinder Morgan position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 718 Kinder Morgan shares in Q3 2023, an estimated $12.4K.
  • Horan Securities first reported a position in Kinder Morgan in Q1 2020 and held it in 10 quarters.
  • Horan Securities's Kinder Morgan position peaked at $13.8K in Q1 2023.
  • 1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.