Investment Management Associates’s Kinder Morgan KMI Stock Holding History

Investment Management Associates’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 Q4	–	Sell	-579,594	Closed	-$12.8M	–	31
2024 Q3	$12.8M	Sell	579,594 -63,547	-10%	-$1.34M	5.01%	10
2024 Q2	$12.8M	Sell	643,141 -5,247	-0.8%	-$100K	4.39%	10
2024 Q1	$11.9M	Buy	648,388 +117,189	+22%	+$2.05M	4.1%	12
2023 Q4	$9.37M	Buy	531,199 +13,468	+3%	+$230K	3.62%	11
2023 Q3	$8.58M	Buy	517,731 +184,483	+55%	+$3.18M	3.58%	11
2023 Q2	$5.74M	Buy	+333,248	New	+$5.66M	2.09%	19

Other funds holding KMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Investment Management Associates's KMI Position: Q4 2024 in Review

Investment Management Associates sold out of Kinder Morgan (KMI) in Q4 2024, closing a stake of 579,594 shares — an estimated $12.8M sold.

Investment Management Associates first reported a position in KMI in Q2 2023 and held it in 6 quarters. The position peaked at $12.8M in Q3 2024. 1,600 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

Investment Management Associates reported no remaining Kinder Morgan position as of Q4 2024 after selling out during the quarter.
Investment Management Associates sold 579,594 Kinder Morgan shares in Q4 2024, an estimated $12.8M.
Investment Management Associates first reported a position in Kinder Morgan in Q2 2023 and held it in 6 quarters.
Investment Management Associates's Kinder Morgan position peaked at $12.8M in Q3 2024.
1,600 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

Based on Investment Management Associates's 13F filing for Q4 2024, filed 3 Feb 2025.