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Sageworth Trust’s Kinder Morgan KMI Stock Holding History

Sageworth 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
2019
Q4 		– Sell
-8,000
Closed -$165K – 201
2019
Q3 		$165K Sell
8,000
-2,000
-20% -$41.1K 0.02% 58
2019
Q2 		$209K Buy
+10,000
New +$202K 0.02% 56

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Sageworth Trust's KMI Position: Q4 2019 in Review

Sageworth Trust sold out of Kinder Morgan (KMI) in Q4 2019, closing a stake of 8,000 shares — an estimated $165K sold.

Sageworth Trust first reported a position in KMI in Q2 2019 and held it in 2 quarters. The position peaked at $209K in Q2 2019. 1,169 funds tracked by Wall St. Rank hold KMI as of Q4 2019.

  • Sageworth Trust reported no remaining Kinder Morgan position as of Q4 2019 after selling out during the quarter.
  • Sageworth Trust sold 8,000 Kinder Morgan shares in Q4 2019, an estimated $165K.
  • Sageworth Trust first reported a position in Kinder Morgan in Q2 2019 and held it in 2 quarters.
  • Sageworth Trust's Kinder Morgan position peaked at $209K in Q2 2019.
  • 1,169 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2019.

Based on Sageworth Trust's 13F filing for Q4 2019, filed 28 Jan 2020.