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Joseph P. Lucia & Associates’s Kinder Morgan KMI Stock Holding History

Joseph P. Lucia & 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
2022
Q3 		– Sell
-1,531
Closed -$26K – 284
2022
Q2 		$26K Buy
1,531
+17
+1% +$318 0.02% 224
2022
Q1 		$29K Buy
+1,514
New +$26.6K 0.02% 229
2021
Q4 		– Sell
-1,643
Closed -$27K – 355
2021
Q3 		$27K Buy
1,643
+18
+1% +$306 0.02% 273
2021
Q2 		$30K Buy
1,625
+16
+1% +$285 0.02% 267
2021
Q1 		$27K Buy
1,609
+20
+1% +$305 0.01% 266
2020
Q4 		$22K Buy
+1,589
New +$21.3K 0.02% 262
2020
Q3 		– Sell
-1,550
Closed -$24K – 286
2020
Q2 		$24K Hold
1,550
– – 0.02% 229
2020
Q1 		$22K Hold
1,550
– – 0.02% 221
2019
Q4 		$33K Hold
1,550
– – 0.03% 207
2019
Q3 		$32K Hold
1,550
– – 0.03% 208
2019
Q2 		$32K Sell
1,550
-8,061
-84% -$163K 0.03% 211
2019
Q1 		$482 Buy
+9,611
New +$179K 0.04% 165

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joseph P. Lucia & Associates's KMI Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Kinder Morgan (KMI) in Q3 2022, closing a stake of 1,531 shares — an estimated $26K sold.

Joseph P. Lucia & Associates first reported a position in KMI in Q1 2019 and held it in 12 quarters. The position peaked at $33K in Q4 2019. 1,294 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Kinder Morgan position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1,531 Kinder Morgan shares in Q3 2022, an estimated $26K.
  • Joseph P. Lucia & Associates first reported a position in Kinder Morgan in Q1 2019 and held it in 12 quarters.
  • Joseph P. Lucia & Associates's Kinder Morgan position peaked at $33K in Q4 2019.
  • 1,294 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.