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Sargent Bickham Lagudis’s Kinder Morgan KMI Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$17.5K Buy
968
+3
+0.3% +$54 ﹤0.01% 635
2022
Q3 		$16K Sell
965
-2,745
-74% -$48.8K ﹤0.01% 619
2022
Q2 		$62K Buy
3,710
+2,918
+368% +$54.6K 0.01% 382
2022
Q1 		$15K Buy
792
+4
+0.5% +$70 ﹤0.01% 650
2021
Q4 		$13K Buy
788
+3
+0.4% +$50 ﹤0.01% 670
2021
Q3 		$13K Buy
785
+3
+0.4% +$51 ﹤0.01% 676
2021
Q2 		$14K Buy
782
+3
+0.4% +$53 ﹤0.01% 664
2021
Q1 		$13K Hold
779
– – ﹤0.01% 652
2020
Q4 		$11K Hold
779
– – ﹤0.01% 648
2020
Q3 		$10K Sell
779
-385
-33% -$5.37K ﹤0.01% 596
2020
Q2 		$18K Buy
1,164
+7
+0.6% +$106 ﹤0.01% 508
2020
Q1 		$16K Sell
1,157
-238
-17% -$4.53K ﹤0.01% 498
2019
Q4 		$30K Buy
1,395
+246
+21% +$4.98K ﹤0.01% 458
2019
Q3 		$24K Buy
1,149
+5
+0.4% +$103 ﹤0.01% 444
2019
Q2 		$24K Buy
1,144
+4
+0.4% +$81 ﹤0.01% 462
2019
Q1 		$23K Sell
1,140
-125
-10% -$2.33K ﹤0.01% 493
2018
Q4 		$19K Buy
1,265
+4
+0.3% +$68 ﹤0.01% 493
2018
Q3 		$22K Sell
1,261
-1,606
-56% -$28.7K ﹤0.01% 484
2018
Q2 		$51K Sell
2,867
-215
-7% -$3.52K 0.01% 353
2018
Q1 		$46K Buy
3,082
+3
+0.1% +$52 0.01% 371
2017
Q4 		$56K Sell
3,079
-581
-16% -$10.4K 0.01% 354
2017
Q3 		$70K Sell
3,660
-24,793
-87% -$483K 0.01% 315
2017
Q2 		$545K Buy
28,453
+1,148
+4% +$22.8K 0.07% 140
2017
Q1 		$594K Sell
27,305
-5,651
-17% -$123K 0.08% 140
2016
Q4 		$683K Buy
32,956
+32,031
+3,463% +$677K 0.11% 121
2016
Q3 		$988 Sell
925
-44,567
-98% -$944K 0.15% 113
2016
Q2 		$852K Buy
45,492
+4,919
+12% +$87.7K 0.13% 116
2016
Q1 		$725K Buy
+40,573
New +$664K 0.12% 125

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Sargent Bickham Lagudis's KMI Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Kinder Morgan (KMI) stake by 0.31% in Q4 2022, buying an estimated $54 and bringing the position to 968 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Sargent Bickham Lagudis first reported a position in KMI in Q1 2016 and has held it in 28 quarters since. The position peaked at $852K in Q2 2016. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

  • Sargent Bickham Lagudis held 968 shares of Kinder Morgan worth $17.5K as of Q4 2022.
  • Sargent Bickham Lagudis bought 3 Kinder Morgan shares in Q4 2022, an estimated $54.
  • Kinder Morgan made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #635 holding.
  • Sargent Bickham Lagudis first reported a position in Kinder Morgan in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Kinder Morgan position peaked at $852K in Q2 2016.
  • 1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.