Mechanics Financial Corp’s Kinder Morgan KMI Stock Holding History

Mechanics Financial Corp’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 Q4	–	Sell	-1,026	Closed	-$17K	–	217
2023 Q3	$17K	Hold	1,026	–	–	0.01%	163
2023 Q2	$17.7K	Buy	+1,026	New	+$17.4K	0.01%	163

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Mechanics Financial Corp's KMI Position: Q4 2023 in Review

Mechanics Financial Corp sold out of Kinder Morgan (KMI) in Q4 2023, closing a stake of 1,026 shares — an estimated $17K sold.

Mechanics Financial Corp first reported a position in KMI in Q2 2023 and held it in 2 quarters. The position peaked at $17.7K in Q2 2023. 1,386 funds tracked by Wall St. Rank hold KMI as of Q4 2023.

Mechanics Financial Corp reported no remaining Kinder Morgan position as of Q4 2023 after selling out during the quarter.
Mechanics Financial Corp sold 1,026 Kinder Morgan shares in Q4 2023, an estimated $17K.
Mechanics Financial Corp first reported a position in Kinder Morgan in Q2 2023 and held it in 2 quarters.
Mechanics Financial Corp's Kinder Morgan position peaked at $17.7K in Q2 2023.
1,386 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2023.

Based on Mechanics Financial Corp's 13F filing for Q4 2023, filed 6 Feb 2024.