Lehman & Derafelo Financial Resources’s Kinder Morgan KMI Stock Holding History

Lehman & Derafelo Financial Resources’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	$344K	Sell	19,030 -254	-1%	-$4.57K	0.1%	77
2022 Q3	$321K	Hold	19,284	–	–	0.1%	72
2022 Q2	$323K	Hold	19,284	–	–	0.1%	76
2022 Q1	$365K	Sell	19,284 -471	-2%	-$8.29K	0.1%	80
2021 Q4	$313K	Buy	19,755 +671	+4%	+$11.2K	0.09%	80
2021 Q3	$319K	Sell	19,084 -2,000	-9%	-$34K	0.1%	75
2021 Q2	$384K	Hold	21,084	–	–	0.11%	79
2021 Q1	$351K	Buy	21,084 +300	+1%	+$4.58K	0.1%	86
2020 Q4	$284K	Buy	+20,784	New	+$278K	0.09%	89

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

Lehman & Derafelo Financial Resources's KMI Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its Kinder Morgan (KMI) stake by 1.3% in Q4 2022, selling an estimated $4.57K and leaving 19,030 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #77.

Lehman & Derafelo Financial Resources first reported a position in KMI in Q4 2020 and has held it in 9 quarters since. The position peaked at $384K in Q2 2021. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

Lehman & Derafelo Financial Resources held 19,030 shares of Kinder Morgan worth $344K as of Q4 2022.
Lehman & Derafelo Financial Resources sold 254 Kinder Morgan shares in Q4 2022, an estimated $4.57K.
Kinder Morgan made up 0.1% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #77 holding.
Lehman & Derafelo Financial Resources first reported a position in Kinder Morgan in Q4 2020 and has held it in 9 quarters since.
Lehman & Derafelo Financial Resources's Kinder Morgan position peaked at $384K in Q2 2021.
1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.