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Institutional & Family Asset Management’s Kinder Morgan KMI Stock Holding History

Institutional & Family Asset 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
2018
Q3 		– Sell
-5,000
Closed -$5K – 858
2018
Q2 		$5K Sell
5,000
-2,000
-29% -$32.7K ﹤0.01% 612
2018
Q1 		$2K Buy
+7,000
New +$121K ﹤0.01% 720

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Institutional & Family Asset Management's KMI Position: Q2 2024 in Review

Institutional & Family Asset Management held its Kinder Morgan (KMI) position steady in Q2 2024 at 13,619 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #136.

Institutional & Family Asset Management first reported a position in KMI in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.03M in Q2 2019. 1,392 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

  • Institutional & Family Asset Management held 13,619 shares of Kinder Morgan worth $271K as of Q2 2024.
  • Institutional & Family Asset Management left its Kinder Morgan share count unchanged in Q2 2024.
  • Kinder Morgan made up 0.04% of Institutional & Family Asset Management's portfolio in Q2 2024, its #136 holding.
  • Institutional & Family Asset Management first reported a position in Kinder Morgan in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Kinder Morgan position peaked at $1.03M in Q2 2019.
  • 1,392 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.