Jacobs & Co’s Kinder Morgan KMI Stock Holding History

Jacobs & Co’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 Q2	–	Sell	-13,209	Closed	-$231K	–	123
2023 Q1	$231K	Sell	13,209 -9,280	-41%	-$165K	0.03%	121
2022 Q4	$406K	Buy	22,489 +5,509	+32%	+$99.1K	0.05%	101
2022 Q3	$282K	Buy	+16,980	New	+$302K	0.04%	106

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Jacobs & Co's KMI Position: Q2 2023 in Review

Jacobs & Co sold out of Kinder Morgan (KMI) in Q2 2023, closing a stake of 13,209 shares — an estimated $231K sold.

Jacobs & Co first reported a position in KMI in Q3 2022 and held it in 3 quarters. The position peaked at $406K in Q4 2022. 1,308 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

Jacobs & Co reported no remaining Kinder Morgan position as of Q2 2023 after selling out during the quarter.
Jacobs & Co sold 13,209 Kinder Morgan shares in Q2 2023, an estimated $231K.
Jacobs & Co first reported a position in Kinder Morgan in Q3 2022 and held it in 3 quarters.
Jacobs & Co's Kinder Morgan position peaked at $406K in Q4 2022.
1,308 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on Jacobs & Co's 13F filing for Q2 2023, filed 11 Jul 2023.