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Mendel Money Management’s Kinder Morgan KMI Stock Holding History

Mendel Money 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
Q4 		– Sell
-14,933
Closed -$248K – 130
2023
Q3 		$248K Sell
14,933
-2,800
-16% -$48.3K 0.13% 115
2023
Q2 		$305K Hold
17,733
– – 0.16% 112
2023
Q1 		$311K Buy
17,733
+346
+2% +$6.15K 0.17% 104
2022
Q4 		$314K Buy
17,387
+198
+1% +$3.56K 0.18% 102
2022
Q3 		$286K Buy
17,189
+5,020
+41% +$89.2K 0.18% 98
2022
Q2 		$204K Sell
12,169
-3,415
-22% -$63.9K 0.12% 113
2022
Q1 		$295K Buy
+15,584
New +$274K 0.14% 110
2015
Q2 		$2.61M Buy
67,894
+4,607
+7% +$192K 2.43% 21
2015
Q1 		$2.66M Buy
63,287
+2,814
+5% +$117K 2.47% 20
2014
Q4 		$2.56M Buy
+60,473
New +$2.38M 2.41% 22

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mendel Money Management's KMI Position: Q4 2023 in Review

Mendel Money Management sold out of Kinder Morgan (KMI) in Q4 2023, closing a stake of 14,933 shares — an estimated $248K sold.

Mendel Money Management first reported a position in KMI in Q4 2014 and held it in 10 quarters. The position peaked at $2.66M in Q1 2015. 1,386 funds tracked by Wall St. Rank hold KMI as of Q4 2023.

  • Mendel Money Management reported no remaining Kinder Morgan position as of Q4 2023 after selling out during the quarter.
  • Mendel Money Management sold 14,933 Kinder Morgan shares in Q4 2023, an estimated $248K.
  • Mendel Money Management first reported a position in Kinder Morgan in Q4 2014 and held it in 10 quarters.
  • Mendel Money Management's Kinder Morgan position peaked at $2.66M in Q1 2015.
  • 1,386 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2023.

Based on Mendel Money Management's 13F filing for Q4 2023, filed 9 Feb 2024.