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Morgan Dempsey Capital Management’s Kinder Morgan KMI Stock Holding History

Morgan Dempsey Capital 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
Q4 		– Sell
-669
Closed -$11K – 176
2022
Q3 		$11K Buy
+669
New +$11.9K ﹤0.01% 99
2015
Q4 		– Sell
-35,506
Closed -$983K – 186
2015
Q3 		$983K Buy
35,506
+2,907
+9% +$96.3K 0.35% 88
2015
Q2 		$1.25M Buy
32,599
+2,482
+8% +$104K 0.35% 69
2015
Q1 		$1.27M Sell
30,117
-1,043
-3% -$43.2K 0.33% 66
2014
Q4 		$1.32M Buy
31,160
+28,110
+922% +$1.11M 0.34% 67
2014
Q3 		$117K Buy
+3,050
New +$116K 0.03% 140

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Morgan Dempsey Capital Management's KMI Position: Q4 2022 in Review

Morgan Dempsey Capital Management sold out of Kinder Morgan (KMI) in Q4 2022, closing a stake of 669 shares — an estimated $11K sold.

Morgan Dempsey Capital Management first reported a position in KMI in Q3 2014 and held it in 6 quarters. The position peaked at $1.32M in Q4 2014. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

  • Morgan Dempsey Capital Management reported no remaining Kinder Morgan position as of Q4 2022 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 669 Kinder Morgan shares in Q4 2022, an estimated $11K.
  • Morgan Dempsey Capital Management first reported a position in Kinder Morgan in Q3 2014 and held it in 6 quarters.
  • Morgan Dempsey Capital Management's Kinder Morgan position peaked at $1.32M in Q4 2014.
  • 1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Morgan Dempsey Capital Management's 13F filing for Q4 2022, filed 3 Feb 2023.