Jacobs Levy Equity Management’s Kinder Morgan KMI Stock Holding History

Jacobs Levy Equity 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
2022 Q3	–	Sell	-659,760	Closed	-$11.1M	–	1094
2022 Q2	$11.1M	Sell	659,760 -464,757	-41%	-$8.7M	0.09%	262
2022 Q1	$21.3M	Buy	1,124,517 +772,660	+220%	+$13.6M	0.14%	170
2021 Q4	$5.58M	Sell	351,857 -736,105	-68%	-$12.2M	0.04%	408
2021 Q3	$18.2M	Sell	1,087,962 -2,919,666	-73%	-$49.6M	0.12%	199
2021 Q2	$73.1M	Buy	4,007,628 +912,418	+29%	+$16.3M	0.5%	43
2021 Q1	$51.5M	Buy	3,095,210 +2,986,602	+2,750%	+$45.6M	0.4%	56
2020 Q4	$1.49M	Buy	+108,608	New	+$1.45M	0.01%	634
2016 Q3	–	Sell	-175,030	Closed	-$3.28M	–	1077
2016 Q2	$3.28M	Sell	175,030 -718,204	-80%	-$12.8M	0.07%	331
2016 Q1	$16M	Buy	+893,234	New	+$14.6M	0.34%	78
2015 Q3	–	Sell	-13,090	Closed	-$503K	–	840
2015 Q2	$503K	Buy	+13,090	New	+$546K	0.01%	566

Other funds holding KMI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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 Levy Equity Management's KMI Position: Q3 2022 in Review

Jacobs Levy Equity Management sold out of Kinder Morgan (KMI) in Q3 2022, closing a stake of 659,760 shares — an estimated $11.1M sold.

Jacobs Levy Equity Management first reported a position in KMI in Q2 2015 and held it in 10 quarters. The position peaked at $73.1M in Q2 2021. 1,294 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

Jacobs Levy Equity Management reported no remaining Kinder Morgan position as of Q3 2022 after selling out during the quarter.
Jacobs Levy Equity Management sold 659,760 Kinder Morgan shares in Q3 2022, an estimated $11.1M.
Jacobs Levy Equity Management first reported a position in Kinder Morgan in Q2 2015 and held it in 10 quarters.
Jacobs Levy Equity Management's Kinder Morgan position peaked at $73.1M in Q2 2021.
1,294 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2022, filed 15 Nov 2022.