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McElhenny Sheffield Capital Management’s Kinder Morgan KMI Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-672
Closed -$12.2K – 371
2022
Q4 		$12.2K Buy
+672
New +$12.1K 0.01% 317

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

McElhenny Sheffield Capital Management's KMI Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Kinder Morgan (KMI) in Q1 2023, closing a stake of 672 shares — an estimated $12.2K sold.

McElhenny Sheffield Capital Management first reported a position in KMI in Q4 2022 and held it in 1 quarter. The position peaked at $12.2K in Q4 2022. 1,303 funds tracked by Wall St. Rank hold KMI as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Kinder Morgan position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 672 Kinder Morgan shares in Q1 2023, an estimated $12.2K.
  • McElhenny Sheffield Capital Management first reported a position in Kinder Morgan in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Kinder Morgan position peaked at $12.2K in Q4 2022.
  • 1,303 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.