SFG
KMI icon

Sather Financial Group’s Kinder Morgan KMI Stock Holding History

Sather 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
Q3 		– Sell
-10,529
Closed -$176K – 79
2022
Q2 		$176K Sell
10,529
-1,000
-9% -$18.7K 0.02% 83
2022
Q1 		$218K Buy
+11,529
New +$203K 0.02% 94

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sather Financial Group's KMI Position: Q3 2022 in Review

Sather Financial Group sold out of Kinder Morgan (KMI) in Q3 2022, closing a stake of 10,529 shares — an estimated $176K sold.

Sather Financial Group first reported a position in KMI in Q1 2022 and held it in 2 quarters. The position peaked at $218K in Q1 2022. 1,294 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

  • Sather Financial Group reported no remaining Kinder Morgan position as of Q3 2022 after selling out during the quarter.
  • Sather Financial Group sold 10,529 Kinder Morgan shares in Q3 2022, an estimated $176K.
  • Sather Financial Group first reported a position in Kinder Morgan in Q1 2022 and held it in 2 quarters.
  • Sather Financial Group's Kinder Morgan position peaked at $218K in Q1 2022.
  • 1,294 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on Sather Financial Group's 13F filing for Q3 2022, filed 21 Oct 2022.