Paloma Partners’s Kinder Morgan KMI Stock Holding History

Paloma Partners’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
2024 Q4	–	Sell	-83,500	Closed	-$1.84M	–	700
2024 Q3	$1.84M	Buy	83,500 +36,200	+77%	+$763K	0.05%	300
2024 Q2	$940K	Buy	+47,300	New	+$902K	0.03%	535
2024 Q1	–	Sell	-235,300	Closed	-$4.15M	–	940
2023 Q4	$4.15M	Buy	235,300 +177,300	+306%	+$3.02M	0.15%	145
2023 Q3	$962K	Sell	58,000 -10,300	-15%	-$178K	0.03%	376
2023 Q2	$1.18M	Buy	+68,300	New	+$1.16M	0.04%	330
2022 Q4	–	Sell	-58,400	Closed	-$972K	–	1048
2022 Q3	$972K	Buy	+58,400	New	+$1.04M	0.04%	330
2019 Q4	–	Sell	-114,400	Closed	-$2.36M	–	2342
2019 Q3	$2.36M	Buy	114,400 +20,000	+21%	+$411K	0.05%	359
2019 Q2	$1.97M	Sell	94,400 -228,000	-71%	-$4.6M	0.03%	421
2019 Q1	$6.45M	Buy	322,400 +264,100	+453%	+$4.93M	0.16%	115
2018 Q4	$897K	Buy	+58,300	New	+$987K	0.03%	490
2018 Q2	–	Sell	-151,800	Closed	-$2.29M	–	1934
2018 Q1	$2.29M	Buy	+151,800	New	+$2.63M	0.04%	503
2017 Q4	–	Sell	-117,100	Closed	-$2.25M	–	2117
2017 Q3	$2.25M	Buy	117,100 +68,400	+140%	+$1.33M	0.03%	656
2017 Q2	$933K	Buy	+48,700	New	+$968K	0.01%	1237

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return