JSF Financial’s Kinder Morgan KMI Stock Holding History

JSF 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
2022 Q4	–	Sell	-28,650	Closed	-$477K	–	121
2022 Q3	$477K	Buy	+28,650	New	+$509K	0.18%	73

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JSF Financial's KMI Position: Q4 2022 in Review

JSF Financial sold out of Kinder Morgan (KMI) in Q4 2022, closing a stake of 28,650 shares — an estimated $477K sold.

JSF Financial first reported a position in KMI in Q3 2022 and held it in 1 quarter. The position peaked at $477K in Q3 2022. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

JSF Financial reported no remaining Kinder Morgan position as of Q4 2022 after selling out during the quarter.
JSF Financial sold 28,650 Kinder Morgan shares in Q4 2022, an estimated $477K.
JSF Financial first reported a position in Kinder Morgan in Q3 2022 and held it in 1 quarter.
JSF Financial's Kinder Morgan position peaked at $477K in Q3 2022.
1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on JSF Financial's 13F filing for Q4 2022, filed 10 Feb 2023.