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Perpetual Investment Management’s Kinder Morgan KMI Stock Holding History

Perpetual Investment 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 		$470K Hold
26,000
– – 0.06% 155
2022
Q3 		$433K Hold
26,000
– – 0.06% 159
2022
Q2 		$436K Sell
26,000
-14,400
-36% -$270K 0.06% 164
2022
Q1 		$764K Hold
40,400
– – 0.1% 144
2021
Q4 		$641K Hold
40,400
– – 0.07% 154
2021
Q3 		$676K Hold
40,400
– – 0.09% 145
2021
Q2 		$736K Buy
+40,400
New +$720K 0.1% 138

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Perpetual Investment Management's KMI Position: Q4 2022 in Review

Perpetual Investment Management held its Kinder Morgan (KMI) position steady in Q4 2022 at 26,000 shares worth $470K. The position accounts for 0.06% of the portfolio, ranked #155.

Perpetual Investment Management first reported a position in KMI in Q2 2021 and has held it in 7 quarters since. The position peaked at $764K in Q1 2022. 1,329 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

  • Perpetual Investment Management held 26,000 shares of Kinder Morgan worth $470K as of Q4 2022.
  • Perpetual Investment Management left its Kinder Morgan share count unchanged in Q4 2022.
  • Kinder Morgan made up 0.06% of Perpetual Investment Management's portfolio in Q4 2022, its #155 holding.
  • Perpetual Investment Management first reported a position in Kinder Morgan in Q2 2021 and has held it in 7 quarters since.
  • Perpetual Investment Management's Kinder Morgan position peaked at $764K in Q1 2022.
  • 1,329 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.