Kenfarb & Co’s Kinder Morgan KMI Stock Holding History

Kenfarb & Co’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	$235K	Hold	14,200	–	–	0.22%	94
2023 Q2	$244K	Hold	14,200	–	–	0.21%	96
2023 Q1	$249K	Buy	14,200 +10,200	+255%	+$181K	0.22%	91
2022 Q4	$72.3K	Hold	4,000	–	–	0.06%	134
2022 Q3	$67K	Hold	4,000	–	–	0.06%	130
2022 Q2	$76K	Hold	4,000	–	–	0.06%	130
2022 Q1	$76K	Hold	4,000	–	–	0.06%	130
2021 Q4	$63K	Buy	+4,000	New	+$66.6K	0.05%	133

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kenfarb & Co's KMI Position: Q3 2023 in Review

Kenfarb & Co held its Kinder Morgan (KMI) position steady in Q3 2023 at 14,200 shares worth $235K. The position accounts for 0.22% of the portfolio, ranked #94.

Kenfarb & Co first reported a position in KMI in Q4 2021 and has held it in 8 quarters since. The position peaked at $249K in Q1 2023. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

Kenfarb & Co held 14,200 shares of Kinder Morgan worth $235K as of Q3 2023.
Kenfarb & Co left its Kinder Morgan share count unchanged in Q3 2023.
Kinder Morgan made up 0.22% of Kenfarb & Co's portfolio in Q3 2023, its #94 holding.
Kenfarb & Co first reported a position in Kinder Morgan in Q4 2021 and has held it in 8 quarters since.
Kenfarb & Co's Kinder Morgan position peaked at $249K in Q1 2023.
1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.