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Pathstone Family Office’s Kinder Morgan KMI Stock Holding History

Pathstone Family Office’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
Q3 		$1.51M Buy
90,910
+60,819
+202% +$1.05M 0.01% 554
2023
Q2 		$516K Buy
30,091
+171
+0.6% +$2.9K 0.01% 733
2023
Q1 		$527K Sell
29,920
-73,492
-71% -$1.31M 0.01% 669
2022
Q4 		$1.65M Buy
103,412
+28,002
+37% +$504K 0.01% 564
2022
Q3 		$1.26M Buy
75,410
+50,534
+203% +$898K 0.01% 634
2022
Q2 		$417K Buy
+24,876
New +$466K 0.01% 655
2021
Q1 		– Sell
-17,645
Closed -$241K – 1018
2020
Q4 		$241K Buy
17,645
+4,072
+30% +$54.5K 0.01% 241
2020
Q3 		$166K Buy
13,573
+13,431
+9,458% +$187K 0.02% 218
2020
Q2 		$3K Sell
142
-240
-63% -$3.65K ﹤0.01% 600
2020
Q1 		$6K Buy
+382
New +$7.27K ﹤0.01% 599
2019
Q4 		– Sell
-1,811
Closed -$38K – 543
2019
Q3 		$38K Buy
1,811
+1,651
+1,032% +$33.9K 0.01% 309
2019
Q2 		$4K Hold
160
– – ﹤0.01% 571
2019
Q1 		$4K Buy
+160
New +$2.99K ﹤0.01% 639
2018
Q2 		– Sell
-1,120
Closed -$17K – 243
2018
Q1 		$17K Buy
+1,120
New +$19.4K 0.01% 173
2017
Q2 		– Sell
-61
Closed -$1K – 528
2017
Q1 		$1K Buy
+61
New +$1.33K ﹤0.01% 483
2016
Q4 		– Sell
-1,000
Closed -$23K – 153
2016
Q3 		$23K Hold
1,000
– – 0.02% 87
2016
Q2 		$19K Hold
1,000
– – 0.02% 91
2016
Q1 		$18K Hold
1,000
– – 0.04% 80
2015
Q4 		$15K Hold
1,000
– – 0.07% 40
2015
Q3 		$28K Buy
+1,000
New +$33.1K 0.08% 53
2013
Q4 		– Sell
-34
Closed -$1K – 278
2013
Q3 		$1K Sell
34
-3,733
-99% -$140K ﹤0.01% 293
2013
Q2 		$143K Buy
+3,767
New +$146K 0.17% 34

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pathstone Family Office's KMI Position: Q3 2023 in Review

Pathstone Family Office increased its Kinder Morgan (KMI) stake by 202% in Q3 2023, buying an estimated $1.05M and bringing the position to 90,910 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #554.

Pathstone Family Office first reported a position in KMI in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.65M in Q4 2022. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • Pathstone Family Office held 90,910 shares of Kinder Morgan worth $1.51M as of Q3 2023.
  • Pathstone Family Office bought 60,819 Kinder Morgan shares in Q3 2023, an estimated $1.05M.
  • Kinder Morgan made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #554 holding.
  • Pathstone Family Office first reported a position in Kinder Morgan in Q2 2013 and has held it in 22 quarters since.
  • Pathstone Family Office's Kinder Morgan position peaked at $1.65M in Q4 2022.
  • 1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.