John G. Ullman & Associates’s Kinder Morgan KMI Stock Holding History

John G. Ullman & 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	-58,420	Closed	-$1.29M	–	182
2024 Q3	$1.29M	Sell	58,420 -300	-0.5%	-$6.32K	0.19%	96
2024 Q2	$1.17M	Sell	58,720 -400	-0.7%	-$7.63K	0.18%	98
2024 Q1	$1.08M	Sell	59,120 -2,000	-3%	-$34.9K	0.17%	94
2023 Q4	$1.08M	Sell	61,120 -1,200	-2%	-$20.5K	0.17%	94
2023 Q3	$1.03M	Sell	62,320 -1,388	-2%	-$23.9K	0.17%	96
2023 Q2	$1.1M	Sell	63,708 -2,500	-4%	-$42.5K	0.17%	96
2023 Q1	$1.16M	Sell	66,208 -1,584	-2%	-$28.2K	0.18%	92
2022 Q4	$1.23M	Sell	67,792 -1,128	-2%	-$20.3K	0.2%	85
2022 Q3	$1.15M	Sell	68,920 -780	-1%	-$13.9K	0.2%	88
2022 Q2	$1.17M	Sell	69,700 -200	-0.3%	-$3.75K	0.19%	91
2022 Q1	$1.32M	Sell	69,900 -1,700	-2%	-$29.9K	0.18%	89
2021 Q4	$1.14M	Buy	+71,600	New	+$1.19M	0.16%	88
2019 Q2	–	Sell	-123,700	Closed	-$2.48M	–	150
2019 Q1	$2.48M	Sell	123,700 -200	-0.2%	-$3.73K	0.45%	58
2018 Q4	$1.91M	Buy	+123,900	New	+$2.1M	0.38%	60

Other funds holding KMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

John G. Ullman & Associates's KMI Position: Q4 2024 in Review

John G. Ullman & Associates sold out of Kinder Morgan (KMI) in Q4 2024, closing a stake of 58,420 shares — an estimated $1.29M sold.

John G. Ullman & Associates first reported a position in KMI in Q4 2018 and held it in 14 quarters. The position peaked at $2.48M in Q1 2019. 1,602 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

John G. Ullman & Associates reported no remaining Kinder Morgan position as of Q4 2024 after selling out during the quarter.
John G. Ullman & Associates sold 58,420 Kinder Morgan shares in Q4 2024, an estimated $1.29M.
John G. Ullman & Associates first reported a position in Kinder Morgan in Q4 2018 and held it in 14 quarters.
John G. Ullman & Associates's Kinder Morgan position peaked at $2.48M in Q1 2019.
1,602 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

Based on John G. Ullman & Associates's 13F filing for Q4 2024, filed 5 Feb 2025.