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Menlo Advisors’s Kinder Morgan KMI Stock Holding History

Menlo Advisors’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
2021
Q1 		– Sell
-29,380
Closed -$401K – 41
2020
Q4 		$401K Sell
29,380
-61,540
-68% -$824K 0.27% 35
2020
Q3 		$1.12M Sell
90,920
-91,670
-50% -$1.28M 0.88% 27
2020
Q2 		$2.77M Buy
182,590
+1,595
+0.9% +$24.2K 2.16% 22
2020
Q1 		$2.52M Sell
180,995
-7,810
-4% -$149K 2.38% 21
2019
Q4 		$4M Buy
188,805
+4,430
+2% +$89.7K 2.61% 19
2019
Q3 		$3.8M Buy
184,375
+5,350
+3% +$110K 2.66% 20
2019
Q2 		$3.74M Hold
179,025
– – 2.58% 20
2019
Q1 		$3.58M Buy
+179,025
New +$3.34M 2.55% 20

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Menlo Advisors's KMI Position: Q1 2021 in Review

Menlo Advisors sold out of Kinder Morgan (KMI) in Q1 2021, closing a stake of 29,380 shares — an estimated $401K sold.

Menlo Advisors first reported a position in KMI in Q1 2019 and held it in 8 quarters. The position peaked at $4M in Q4 2019. 1,146 funds tracked by Wall St. Rank hold KMI as of Q1 2021.

  • Menlo Advisors reported no remaining Kinder Morgan position as of Q1 2021 after selling out during the quarter.
  • Menlo Advisors sold 29,380 Kinder Morgan shares in Q1 2021, an estimated $401K.
  • Menlo Advisors first reported a position in Kinder Morgan in Q1 2019 and held it in 8 quarters.
  • Menlo Advisors's Kinder Morgan position peaked at $4M in Q4 2019.
  • 1,146 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2021.

Based on Menlo Advisors's 13F filing for Q1 2021, filed 13 Apr 2021.