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Kelly Financial Services’s Kinder Morgan KMI Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-287
Closed -$5.7K – 460
2024
Q2 		$5.7K Buy
287
+2
+0.7% +$38 ﹤0.01% 484
2024
Q1 		$5.22K Buy
285
+3
+1% +$52 ﹤0.01% 495
2023
Q4 		$4.97K Buy
282
+3
+1% +$51 ﹤0.01% 472
2023
Q3 		$4.63K Buy
279
+2
+0.7% +$34 ﹤0.01% 459
2023
Q2 		$4.77K Buy
277
+2
+0.7% +$34 ﹤0.01% 450
2023
Q1 		$4.81K Buy
275
+3
+1% +$53 ﹤0.01% 432
2022
Q4 		$4.93K Buy
272
+2
+0.7% +$36 ﹤0.01% 403
2022
Q3 		$4.5K Buy
270
+2
+0.7% +$36 ﹤0.01% 410
2022
Q2 		$4.5K Buy
268
+2
+0.8% +$37 ﹤0.01% 417
2022
Q1 		$5.04K Buy
266
+115
+76% +$2.02K ﹤0.01% 432
2021
Q4 		$2.39K Buy
151
+2
+1% +$33 ﹤0.01% 519
2021
Q3 		$2.48K Sell
149
-2,521
-94% -$42.8K ﹤0.01% 493
2021
Q2 		$146K Buy
2,670
+2,451
+1,119% +$43.7K 0.01% 328
2021
Q1 		$3.64K Buy
219
+4
+2% +$61 ﹤0.01% 446
2020
Q4 		$2.94K Buy
215
+4
+2% +$54 ﹤0.01% 430
2020
Q3 		$2.6K Buy
211
+3
+1% +$42 ﹤0.01% 408
2020
Q2 		$3.15K Buy
208
+4
+2% +$61 ﹤0.01% 389
2020
Q1 		$2.85K Buy
204
+2
+1% +$38 ﹤0.01% 357
2019
Q4 		$4.28K Sell
202
-222
-52% -$4.49K ﹤0.01% 322
2019
Q3 		$8.73K Buy
424
+5
+1% +$103 0.01% 236
2019
Q2 		$8.74K Buy
419
+5
+1% +$101 0.01% 237
2019
Q1 		$8.28K Buy
+414
New +$7.73K 0.01% 243

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kelly Financial Services's KMI Position: Q3 2024 in Review

Kelly Financial Services sold out of Kinder Morgan (KMI) in Q3 2024, closing a stake of 287 shares — an estimated $5.7K sold.

Kelly Financial Services first reported a position in KMI in Q1 2019 and held it in 22 quarters. The position peaked at $146K in Q2 2021. 1,416 funds tracked by Wall St. Rank hold KMI as of Q3 2024.

  • Kelly Financial Services reported no remaining Kinder Morgan position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 287 Kinder Morgan shares in Q3 2024, an estimated $5.7K.
  • Kelly Financial Services first reported a position in Kinder Morgan in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Kinder Morgan position peaked at $146K in Q2 2021.
  • 1,416 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.