MidWestOne Financial Group’s Kinder Morgan KMI Stock Holding History

MidWestOne Financial Group’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 Q4	–	Sell	-10,294	Closed	-$171K	–	243
2022 Q3	$171K	Buy	10,294 +270	+3%	+$4.8K	0.04%	226
2022 Q2	$168K	Sell	10,024 -1,300	-11%	-$24.3K	0.04%	218
2022 Q1	$214K	Hold	11,324	–	–	0.05%	231
2021 Q4	$180K	Hold	11,324	–	–	0.04%	238
2021 Q3	$189K	Hold	11,324	–	–	0.04%	228
2021 Q2	$206K	Buy	+11,324	New	+$202K	0.05%	223
2020 Q2	–	Sell	-10,831	Closed	-$151K	–	156
2020 Q1	$151K	Sell	10,831 -1,076	-9%	-$20.5K	0.06%	186
2019 Q4	$252K	Buy	11,907 +671	+6%	+$13.6K	0.05%	207
2019 Q3	$232K	Sell	11,236 -723	-6%	-$14.8K	0.07%	199
2019 Q2	$250K	Buy	+11,959	New	+$241K	0.07%	227

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

MidWestOne Financial Group's KMI Position: Q4 2022 in Review

MidWestOne Financial Group sold out of Kinder Morgan (KMI) in Q4 2022, closing a stake of 10,294 shares — an estimated $171K sold.

MidWestOne Financial Group first reported a position in KMI in Q2 2019 and held it in 10 quarters. The position peaked at $252K in Q4 2019. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

MidWestOne Financial Group reported no remaining Kinder Morgan position as of Q4 2022 after selling out during the quarter.
MidWestOne Financial Group sold 10,294 Kinder Morgan shares in Q4 2022, an estimated $171K.
MidWestOne Financial Group first reported a position in Kinder Morgan in Q2 2019 and held it in 10 quarters.
MidWestOne Financial Group's Kinder Morgan position peaked at $252K in Q4 2019.
1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on MidWestOne Financial Group's 13F filing for Q4 2022, filed 14 Feb 2023.