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Minot Wealth Management’s Kinder Morgan KMI Stock Holding History

Minot 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
2022
Q2 		$444K Sell
26,475
-1,900
-7% -$35.6K 0.11% 119
2022
Q1 		$537K Buy
+28,375
New +$499K 0.12% 122

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Minot Wealth Management's KMI Position: Q2 2022 in Review

Minot Wealth Management reduced its Kinder Morgan (KMI) stake by 6.7% in Q2 2022, selling an estimated $35.6K and leaving 26,475 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #119.

Minot Wealth Management first reported a position in KMI in Q1 2022 and has held it in 2 quarters since. The position peaked at $537K in Q1 2022. 1,307 funds tracked by Wall St. Rank hold KMI as of Q2 2022.

  • Minot Wealth Management held 26,475 shares of Kinder Morgan worth $444K as of Q2 2022.
  • Minot Wealth Management sold 1,900 Kinder Morgan shares in Q2 2022, an estimated $35.6K.
  • Kinder Morgan made up 0.11% of Minot Wealth Management's portfolio in Q2 2022, its #119 holding.
  • Minot Wealth Management first reported a position in Kinder Morgan in Q1 2022 and has held it in 2 quarters since.
  • Minot Wealth Management's Kinder Morgan position peaked at $537K in Q1 2022.
  • 1,307 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.