Private Ocean’s Kinder Morgan KMI Stock Holding History

Private Ocean’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 Q2	$1.07K	Buy	+54	New	+$1.03K	﹤0.01%	552
2022 Q4	–	Sell	-438	Closed	-$7K	–	597
2022 Q3	$7K	Buy	+438	New	+$7.79K	﹤0.01%	410
2021 Q1	–	Sell	-450	Closed	-$6K	–	592
2020 Q4	$6K	Sell	450 -876	-66%	-$11.7K	﹤0.01%	418
2020 Q3	$16K	Buy	+1,326	New	+$18.5K	﹤0.01%	332
2020 Q1	–	Sell	-1,675	Closed	-$36K	–	561
2019 Q4	$36K	Buy	+1,675	New	+$33.9K	0.01%	280
2018 Q2	–	Sell	-220	Closed	-$3K	–	378
2018 Q1	$3K	Buy	220 +14	+7%	+$243	﹤0.01%	365
2017 Q4	$4K	Buy	+206	New	+$3.7K	﹤0.01%	290
2017 Q2	–	Sell	-311	Closed	-$7K	–	168
2017 Q1	$7K	Hold	311	–	–	﹤0.01%	149
2016 Q4	$6K	Hold	311	–	–	﹤0.01%	165
2016 Q3	$7K	Hold	311	–	–	﹤0.01%	162
2016 Q2	$6K	Hold	311	–	–	﹤0.01%	160
2016 Q1	$6K	Hold	311	–	–	﹤0.01%	153
2015 Q4	$5K	Hold	311	–	–	﹤0.01%	162
2015 Q3	$9K	Hold	311	–	–	0.01%	148
2015 Q2	$12K	Hold	311	–	–	0.01%	124
2015 Q1	$13K	Sell	311 -199	-39%	-$8.24K	0.01%	120
2014 Q4	$22K	Buy	+510	New	+$20.1K	0.02%	117

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Private Ocean's KMI Position: Q2 2024 in Review

Private Ocean opened a new position in Kinder Morgan (KMI) in Q2 2024: 54 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Private Ocean previously reported a position in KMI as recently as Q3 2022.

Private Ocean first reported a position in KMI in Q4 2014 and has held it in 17 quarters since. The position peaked at $36K in Q4 2019. 1,391 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

Private Ocean held 54 shares of Kinder Morgan worth $1.07K as of Q2 2024.
Kinder Morgan was a new Private Ocean position in Q2 2024.
Kinder Morgan made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #552 holding.
Private Ocean first reported a position in Kinder Morgan in Q4 2014 and has held it in 17 quarters since.
Private Ocean's Kinder Morgan position peaked at $36K in Q4 2019.
1,391 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.