Kavar Capital Partners Group’s Kinder Morgan KMI Stock Holding History

Kavar Capital Partners Group’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 Q2	–	Sell	-10,138	Closed	-$178K	–	157
2023 Q1	$178K	Buy	+10,138	New	+$180K	0.04%	153
2019 Q3	–	Sell	-7,990	Closed	-$167K	–	311
2019 Q2	$167K	Buy	+7,990	New	+$161K	0.07%	133
2018 Q3	–	Sell	-2,919	Closed	-$52K	–	262
2018 Q2	$52K	Hold	2,919	–	–	0.03%	184
2018 Q1	$44K	Buy	+2,919	New	+$50.6K	0.02%	198
2016 Q1	–	Sell	-200	Closed	-$2K	–	248
2015 Q4	$2K	Sell	200 -8,012	-98%	-$191K	﹤0.01%	355
2015 Q3	$227K	Hold	8,212	–	–	0.16%	96
2015 Q2	$315K	Hold	8,212	–	–	0.21%	101
2015 Q1	$345K	Buy	8,212 +500	+6%	+$20.7K	0.29%	86
2014 Q4	$326K	Buy	7,712 +1,012	+15%	+$39.9K	0.26%	103
2014 Q3	$257K	Sell	6,700 -7,120	-52%	-$271K	0.22%	113
2014 Q2	$801K	Hold	13,820	–	–	0.68%	65
2014 Q1	$719K	Sell	13,820 -200	-1%	-$6.7K	0.59%	69
2013 Q4	$804K	Buy	+14,020	New	+$491K	0.72%	59

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Kavar Capital Partners Group's KMI Position: Q2 2023 in Review

Kavar Capital Partners Group sold out of Kinder Morgan (KMI) in Q2 2023, closing a stake of 10,138 shares — an estimated $178K sold.

Kavar Capital Partners Group first reported a position in KMI in Q4 2013 and held it in 13 quarters. The position peaked at $804K in Q4 2013. 1,308 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

Kavar Capital Partners Group reported no remaining Kinder Morgan position as of Q2 2023 after selling out during the quarter.
Kavar Capital Partners Group sold 10,138 Kinder Morgan shares in Q2 2023, an estimated $178K.
Kavar Capital Partners Group first reported a position in Kinder Morgan in Q4 2013 and held it in 13 quarters.
Kavar Capital Partners Group's Kinder Morgan position peaked at $804K in Q4 2013.
1,308 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on Kavar Capital Partners Group's 13F filing for Q2 2023, filed 7 Aug 2023.