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Meristem Family Wealth’s Kinder Morgan KMI Stock Holding History

Meristem Family Wealth’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
Q1 		$377K Sell
19,960
-2,102
-10% -$37K 0.04% 228
2021
Q4 		$350K Sell
22,062
-6,886
-24% -$115K 0.03% 279
2021
Q3 		$484K Buy
28,948
+10,888
+60% +$185K 0.05% 232
2021
Q2 		$329K Buy
+18,060
New +$322K 0.05% 241

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Meristem Family Wealth's KMI Position: Q1 2022 in Review

Meristem Family Wealth reduced its Kinder Morgan (KMI) stake by 9.5% in Q1 2022, selling an estimated $37K and leaving 19,960 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #228.

Meristem Family Wealth first reported a position in KMI in Q2 2021 and has held it in 4 quarters since. The position peaked at $484K in Q3 2021. 1,300 funds tracked by Wall St. Rank hold KMI as of Q1 2022.

  • Meristem Family Wealth held 19,960 shares of Kinder Morgan worth $377K as of Q1 2022.
  • Meristem Family Wealth sold 2,102 Kinder Morgan shares in Q1 2022, an estimated $37K.
  • Kinder Morgan made up 0.04% of Meristem Family Wealth's portfolio in Q1 2022, its #228 holding.
  • Meristem Family Wealth first reported a position in Kinder Morgan in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's Kinder Morgan position peaked at $484K in Q3 2021.
  • 1,300 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.