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Sabal Trust’s Kinder Morgan KMI Stock Holding History

Sabal Trust’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
2020
Q3 		– Sell
-12,248
Closed -$186K – 140
2020
Q2 		$186K Sell
12,248
-974,932
-99% -$14.8M 0.02% 128
2020
Q1 		$13.7M Sell
987,180
-477,231
-33% -$9.08M 1.54% 32
2019
Q4 		$31M Buy
1,464,411
+41,548
+3% +$841K 2.46% 20
2019
Q3 		$29.3M Buy
1,422,863
+23,052
+2% +$473K 2.37% 22
2019
Q2 		$29.2M Buy
1,399,811
+143,386
+11% +$2.89M 2.57% 18
2019
Q1 		$25.1M Buy
+1,256,425
New +$23.5M 2.24% 25
2015
Q3 		– Sell
-10,688
Closed -$410K – 109
2015
Q2 		$410K Sell
10,688
-2,726
-20% -$114K 0.05% 80
2015
Q1 		$564K Buy
13,414
+698
+5% +$28.9K 0.07% 69
2014
Q4 		$538K Buy
+12,716
New +$501K 0.07% 69

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sabal Trust's KMI Position: Q3 2020 in Review

Sabal Trust sold out of Kinder Morgan (KMI) in Q3 2020, closing a stake of 12,248 shares — an estimated $186K sold.

Sabal Trust first reported a position in KMI in Q4 2014 and held it in 9 quarters. The position peaked at $31M in Q4 2019. 1,084 funds tracked by Wall St. Rank hold KMI as of Q3 2020.

  • Sabal Trust reported no remaining Kinder Morgan position as of Q3 2020 after selling out during the quarter.
  • Sabal Trust sold 12,248 Kinder Morgan shares in Q3 2020, an estimated $186K.
  • Sabal Trust first reported a position in Kinder Morgan in Q4 2014 and held it in 9 quarters.
  • Sabal Trust's Kinder Morgan position peaked at $31M in Q4 2019.
  • 1,084 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2020.

Based on Sabal Trust's 13F filing for Q3 2020, filed 14 Oct 2020.