Neo Ivy Capital Management’s Kinder Morgan KMI Stock Holding History

Neo Ivy 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
2023 Q4	–	Sell	-39,016	Closed	-$647K	–	376
2023 Q3	$647K	Buy	+39,016	New	+$673K	0.28%	114
2022 Q4	–	Sell	-5,659	Closed	-$94K	–	450
2022 Q3	$94K	Buy	+5,659	New	+$101K	0.25%	154
2021 Q4	–	Sell	-15,061	Closed	-$228K	–	539
2021 Q3	$228K	Buy	15,061 +2,681	+22%	+$45.5K	0.26%	142
2021 Q2	$226K	Buy	12,380 +183	+2%	+$3.26K	0.23%	161
2021 Q1	$203K	Sell	12,197 -17,538	-59%	-$268K	0.22%	161
2020 Q4	$406K	Sell	29,735 -5,961	-17%	-$79.8K	0.45%	71
2020 Q3	$440K	Buy	35,696 +20,635	+137%	+$288K	0.45%	63
2020 Q2	$228K	Buy	15,061 +199	+1%	+$3.02K	0.26%	142
2020 Q1	$207K	Buy	+14,862	New	+$283K	0.34%	109
2019 Q4	–	Sell	-43,262	Closed	-$877K	–	331
2019 Q3	$877K	Buy	+43,262	New	+$888K	0.57%	62

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Neo Ivy Capital Management's KMI Position: Q4 2023 in Review

Neo Ivy Capital Management sold out of Kinder Morgan (KMI) in Q4 2023, closing a stake of 39,016 shares — an estimated $647K sold.

Neo Ivy Capital Management first reported a position in KMI in Q3 2019 and held it in 10 quarters. The position peaked at $877K in Q3 2019. 1,386 funds tracked by Wall St. Rank hold KMI as of Q4 2023.

Neo Ivy Capital Management reported no remaining Kinder Morgan position as of Q4 2023 after selling out during the quarter.
Neo Ivy Capital Management sold 39,016 Kinder Morgan shares in Q4 2023, an estimated $647K.
Neo Ivy Capital Management first reported a position in Kinder Morgan in Q3 2019 and held it in 10 quarters.
Neo Ivy Capital Management's Kinder Morgan position peaked at $877K in Q3 2019.
1,386 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2023.

Based on Neo Ivy Capital Management's 13F filing for Q4 2023, filed 26 Feb 2024.