McCarthy Asset Management’s Kinder Morgan KMI Stock Holding History

McCarthy Asset Management’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 Q2	–	Sell	-310	Closed	-$6K	–	169
2022 Q1	$6K	Hold	310	–	–	﹤0.01%	187
2021 Q4	$5K	Hold	310	–	–	﹤0.01%	192
2021 Q3	$5K	Hold	310	–	–	﹤0.01%	195
2021 Q2	$6K	Hold	310	–	–	﹤0.01%	232
2021 Q1	$5K	Hold	310	–	–	﹤0.01%	212
2020 Q4	$4K	Buy	+310	New	+$4.15K	﹤0.01%	207

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McCarthy Asset Management's KMI Position: Q2 2022 in Review

McCarthy Asset Management sold out of Kinder Morgan (KMI) in Q2 2022, closing a stake of 310 shares — an estimated $6K sold.

McCarthy Asset Management first reported a position in KMI in Q4 2020 and held it in 6 quarters. The position peaked at $6K in Q1 2022. 1,306 funds tracked by Wall St. Rank hold KMI as of Q2 2022.

McCarthy Asset Management reported no remaining Kinder Morgan position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 310 Kinder Morgan shares in Q2 2022, an estimated $6K.
McCarthy Asset Management first reported a position in Kinder Morgan in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Kinder Morgan position peaked at $6K in Q1 2022.
1,306 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.