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Sage Financial Group’s Kinder Morgan KMI Stock Holding History

Sage Financial Group’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
Q1 		– Sell
-271
Closed -$4K – 79
2021
Q4 		$4K Buy
+271
New +$4.51K ﹤0.01% 75
2021
Q1 		– Sell
-254
Closed -$3K – 70
2020
Q4 		$3K Buy
+254
New +$3.4K ﹤0.01% 70
2020
Q3 		– Sell
-245
Closed -$4K – 70
2020
Q2 		$4K Buy
245
+4
+2% +$61 ﹤0.01% 68
2020
Q1 		$3K Buy
241
+3
+1% +$57 ﹤0.01% 66
2019
Q4 		$5K Buy
+238
New +$4.82K ﹤0.01% 64
2018
Q3 		– Sell
-222
Closed -$4K – 59
2018
Q2 		$4K Buy
+222
New +$3.63K ﹤0.01% 54
2017
Q4 		– Sell
-216
Closed -$4K – 61
2017
Q3 		$4K Buy
216
+1
+0.5% +$19 ﹤0.01% 54
2017
Q2 		$4K Buy
215
+1
+0.5% +$20 ﹤0.01% 54
2017
Q1 		$5K Buy
214
+2
+0.9% +$44 ﹤0.01% 52
2016
Q4 		$4K Buy
+212
New +$4.48K ﹤0.01% 46

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Sage Financial Group's KMI Position: Q1 2022 in Review

Sage Financial Group sold out of Kinder Morgan (KMI) in Q1 2022, closing a stake of 271 shares — an estimated $4K sold.

Sage Financial Group first reported a position in KMI in Q4 2016 and held it in 10 quarters. The position peaked at $5K in Q4 2019. 1,301 funds tracked by Wall St. Rank hold KMI as of Q1 2022.

  • Sage Financial Group reported no remaining Kinder Morgan position as of Q1 2022 after selling out during the quarter.
  • Sage Financial Group sold 271 Kinder Morgan shares in Q1 2022, an estimated $4K.
  • Sage Financial Group first reported a position in Kinder Morgan in Q4 2016 and held it in 10 quarters.
  • Sage Financial Group's Kinder Morgan position peaked at $5K in Q4 2019.
  • 1,301 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2022.

Based on Sage Financial Group's 13F filing for Q1 2022, filed 2 May 2022.