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HoyleCohen’s Kinder Morgan KMI Stock Holding History

HoyleCohen’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 		$6.25M Sell
314,438
-7,981
-2% -$152K 0.47% 54
2024
Q1 		$5.91M Sell
322,419
-17,097
-5% -$299K 0.45% 59
2023
Q4 		$5.99M Sell
339,516
-11,248
-3% -$192K 0.49% 58
2023
Q3 		$5.82M Sell
350,764
-5,958
-2% -$103K 0.54% 54
2023
Q2 		$6.14M Sell
356,722
-2,116
-0.6% -$35.9K 0.54% 55
2023
Q1 		$6.28M Buy
358,838
+2,699
+0.8% +$48K 0.59% 50
2022
Q4 		$6.44M Sell
356,139
-1,572
-0.4% -$28.3K 0.64% 48
2022
Q3 		$5.95M Sell
357,711
-22
-0% -$391 0.65% 45
2022
Q2 		$6M Buy
357,733
+6,652
+2% +$125K 0.62% 46
2022
Q1 		$6.64M Buy
351,081
+19,502
+6% +$343K 0.57% 49
2021
Q4 		$5.26M Sell
331,579
-4,178
-1% -$69.5K 0.44% 64
2021
Q3 		$5.62M Buy
335,757
+7,328
+2% +$124K 0.53% 56
2021
Q2 		$5.99K Buy
328,429
+4,262
+1% +$76K 0.47% 52
2021
Q1 		$5.4M Buy
324,167
+11,812
+4% +$180K 0.55% 52
2020
Q4 		$4.27M Sell
312,355
-4,800
-2% -$64.2K 0.49% 59
2020
Q3 		$3.91M Buy
317,155
+825
+0.3% +$11.5K 0.58% 51
2020
Q2 		$4.8M Buy
316,330
+17,422
+6% +$265K 0.8% 31
2020
Q1 		$4.16M Buy
298,908
+34,159
+13% +$650K 0.83% 33
2019
Q4 		$5.61M Buy
264,749
+5,581
+2% +$113K 0.89% 35
2019
Q3 		$5.34M Buy
259,168
+4,995
+2% +$103K 0.91% 35
2019
Q2 		$5.31M Buy
254,173
+579
+0.2% +$11.7K 0.92% 36
2019
Q1 		$5.07M Buy
253,594
+10
+0% +$187 0.89% 39
2018
Q4 		$3.9M Sell
253,584
-12,337
-5% -$209K 0.8% 38
2018
Q3 		$4.71M Buy
265,921
+212
+0.1% +$3.79K 0.89% 34
2018
Q2 		$4.7M Buy
265,709
+2,014
+0.8% +$33K 0.95% 34
2018
Q1 		$3.97M Buy
263,695
+25,012
+10% +$433K 0.81% 37
2017
Q4 		$4.31M Buy
+238,683
New +$4.28M 0.85% 39

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HoyleCohen's KMI Position: Q2 2024 in Review

HoyleCohen reduced its Kinder Morgan (KMI) stake by 2.5% in Q2 2024, selling an estimated $152K and leaving 314,438 shares worth $6.25M. The position accounts for 0.47% of the portfolio, ranked #54.

HoyleCohen first reported a position in KMI in Q4 2017 and has held it in 27 quarters since. The position peaked at $6.64M in Q1 2022. 1,391 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

  • HoyleCohen held 314,438 shares of Kinder Morgan worth $6.25M as of Q2 2024.
  • HoyleCohen sold 7,981 Kinder Morgan shares in Q2 2024, an estimated $152K.
  • Kinder Morgan made up 0.47% of HoyleCohen's portfolio in Q2 2024, its #54 holding.
  • HoyleCohen first reported a position in Kinder Morgan in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's Kinder Morgan position peaked at $6.64M in Q1 2022.
  • 1,391 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.