Rockbridge Investment Management’s Kinder Morgan KMI Stock Holding History

Rockbridge 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
2024 Q1	–	Sell	-578	Closed	-$10.2K	–	392
2023 Q4	$10.2K	Buy	+578	New	+$9.85K	﹤0.01%	399
2022 Q3	–	Sell	-578	Closed	-$9.69K	–	371
2022 Q2	$9.69K	Sell	578 -1,313	-69%	-$24.6K	﹤0.01%	371
2022 Q1	$36.4K	Buy	1,891 +154	+9%	+$2.71K	0.01%	341
2021 Q4	$28K	Buy	1,737 +20	+1%	+$333	﹤0.01%	436
2021 Q3	$29K	Buy	1,717 +20	+1%	+$340	﹤0.01%	396
2021 Q2	$31K	Buy	1,697 +18	+1%	+$321	0.01%	383
2021 Q1	$28K	Buy	1,679 +21	+1%	+$321	0.01%	369
2020 Q4	$23K	Buy	1,658 +23	+1%	+$308	﹤0.01%	398
2020 Q3	$20K	Sell	1,635 -279	-15%	-$3.89K	﹤0.01%	382
2020 Q2	$29K	Buy	+1,914	New	+$29.1K	0.01%	293

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

Rockbridge Investment Management's KMI Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Kinder Morgan (KMI) in Q1 2024, closing a stake of 578 shares — an estimated $10.2K sold.

Rockbridge Investment Management first reported a position in KMI in Q2 2020 and held it in 10 quarters. The position peaked at $36.4K in Q1 2022. 1,369 funds tracked by Wall St. Rank hold KMI as of Q1 2024.

Rockbridge Investment Management reported no remaining Kinder Morgan position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 578 Kinder Morgan shares in Q1 2024, an estimated $10.2K.
Rockbridge Investment Management first reported a position in Kinder Morgan in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Kinder Morgan position peaked at $36.4K in Q1 2022.
1,369 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.