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Kore Private Wealth’s Kinder Morgan KMI Stock Holding History

Kore Private Wealth’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 		$3.31M Sell
198,838
-43,380
-18% -$771K 0.6% 39
2022
Q2 		$4.06M Sell
242,218
-13,902
-5% -$260K 0.63% 37
2022
Q1 		$4.84M Sell
256,120
-10,231
-4% -$180K 0.61% 35
2021
Q4 		$4.22M Sell
266,351
-24,964
-9% -$415K 0.51% 43
2021
Q3 		$4.87M Sell
291,315
-35,507
-11% -$603K 0.51% 42
2021
Q2 		$5.96M Sell
326,822
-4,897
-1% -$87.3K 0.67% 28
2021
Q1 		$5.52M Sell
331,719
-16,252
-5% -$248K 0.75% 26
2020
Q4 		$4.76M Buy
347,971
+8,741
+3% +$117K 0.73% 29
2020
Q3 		$4.18M Sell
339,230
-62,795
-16% -$875K 0.81% 25
2020
Q2 		$6.1M Sell
402,025
-4,160
-1% -$63.2K 1.25% 16
2020
Q1 		$5.65M Buy
406,185
+75,855
+23% +$1.44M 1.35% 17
2019
Q4 		$6.99M Buy
330,330
+2,085
+0.6% +$42.2K 1.33% 18
2019
Q3 		$6.66M Sell
328,245
-355
-0.1% -$7.29K 1.5% 16
2019
Q2 		$6.86M Buy
328,600
+1,483
+0.5% +$29.9K 1.55% 15
2019
Q1 		$6.55M Buy
327,117
+9,047
+3% +$169K 1.47% 17
2018
Q4 		$4.89M Buy
+318,070
New +$5.38M 1.34% 19

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

Kore Private Wealth's KMI Position: Q3 2022 in Review

Kore Private Wealth reduced its Kinder Morgan (KMI) stake by 18% in Q3 2022, selling an estimated $771K and leaving 198,838 shares worth $3.31M. The position accounts for 0.6% of the portfolio, ranked #39.

Kore Private Wealth first reported a position in KMI in Q4 2018 and has held it in 16 quarters since. The position peaked at $6.99M in Q4 2019. 1,295 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

  • Kore Private Wealth held 198,838 shares of Kinder Morgan worth $3.31M as of Q3 2022.
  • Kore Private Wealth sold 43,380 Kinder Morgan shares in Q3 2022, an estimated $771K.
  • Kinder Morgan made up 0.6% of Kore Private Wealth's portfolio in Q3 2022, its #39 holding.
  • Kore Private Wealth first reported a position in Kinder Morgan in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's Kinder Morgan position peaked at $6.99M in Q4 2019.
  • 1,295 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.