MinichMacGregor Wealth Management’s Kinder Morgan KMI Stock Holding History

MinichMacGregor Wealth 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 Q1	–	Sell	-347	Closed	-$6.27K	–	378
2022 Q4	$6.27K	Buy	+347	New	+$6.24K	﹤0.01%	461
2018 Q4	–	Sell	-375	Closed	-$6K	–	311
2018 Q3	$6K	Buy	375 +75	+25%	+$1.34K	﹤0.01%	373
2018 Q2	$5K	Hold	300	–	–	﹤0.01%	377
2018 Q1	$4K	Hold	300	–	–	﹤0.01%	389
2017 Q4	$5K	Hold	300	–	–	﹤0.01%	369
2017 Q3	$5K	Buy	+300	New	+$5.84K	﹤0.01%	350
2016 Q1	–	Sell	-1,757	Closed	-$72K	–	455
2015 Q4	$72K	Buy	+1,757	New	+$41.9K	0.07%	81

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MinichMacGregor Wealth Management's KMI Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Kinder Morgan (KMI) in Q1 2023, closing a stake of 347 shares — an estimated $6.27K sold.

MinichMacGregor Wealth Management first reported a position in KMI in Q4 2015 and held it in 7 quarters. The position peaked at $72K in Q4 2015. 1,303 funds tracked by Wall St. Rank hold KMI as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Kinder Morgan position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 347 Kinder Morgan shares in Q1 2023, an estimated $6.27K.
MinichMacGregor Wealth Management first reported a position in Kinder Morgan in Q4 2015 and held it in 7 quarters.
MinichMacGregor Wealth Management's Kinder Morgan position peaked at $72K in Q4 2015.
1,303 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.