JMF
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Johnson Midwest Financial’s Kinder Morgan KMI Stock Holding History

Johnson Midwest Financial’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
Q3 		$46.8K Buy
2,821
+42
+2% +$724 0.1% 84
2023
Q2 		$47.9K Buy
2,779
+43
+2% +$730 0.04% 91
2023
Q1 		$47.9K Buy
2,736
+286
+12% +$5.09K 0.07% 89
2022
Q4 		$44K Sell
2,450
-144
-6% -$2.59K 0.16% 94
2022
Q3 		$43 Buy
2,594
+23
+0.9% +$409 0.16% 90
2022
Q2 		$43K Buy
2,571
+653
+34% +$12.2K 0.06% 92
2022
Q1 		$36K Buy
1,918
+26
+1% +$458 0.05% 93
2021
Q4 		$30K Buy
1,892
+227
+14% +$3.78K 0.02% 109
2021
Q3 		$28K Buy
1,665
+26
+2% +$442 0.02% 121
2021
Q2 		$30K Buy
1,639
+24
+1% +$428 0.03% 115
2021
Q1 		$27K Buy
1,615
+27
+2% +$412 0.03% 116
2020
Q4 		$22K Buy
+1,588
New +$21.3K 0.02% 126

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Johnson Midwest Financial's KMI Position: Q3 2023 in Review

Johnson Midwest Financial increased its Kinder Morgan (KMI) stake by 1.5% in Q3 2023, buying an estimated $724 and bringing the position to 2,821 shares worth $46.8K. The position accounts for 0.1% of the portfolio, ranked #84.

Johnson Midwest Financial first reported a position in KMI in Q4 2020 and has held it in 12 quarters since. The position peaked at $47.9K in Q1 2023. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • Johnson Midwest Financial held 2,821 shares of Kinder Morgan worth $46.8K as of Q3 2023.
  • Johnson Midwest Financial bought 42 Kinder Morgan shares in Q3 2023, an estimated $724.
  • Kinder Morgan made up 0.1% of Johnson Midwest Financial's portfolio in Q3 2023, its #84 holding.
  • Johnson Midwest Financial first reported a position in Kinder Morgan in Q4 2020 and has held it in 12 quarters since.
  • Johnson Midwest Financial's Kinder Morgan position peaked at $47.9K in Q1 2023.
  • 1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.