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Simplicity Solutions’s Kinder Morgan KMI Stock Holding History

Simplicity Solutions’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
2023
Q4 		$453K Buy
25,667
+1,621
+7% +$27.6K 0.01% 701
2023
Q3 		$399K Sell
24,046
-3,924
-14% -$67.6K 0.01% 663
2023
Q2 		$482K Buy
27,970
+787
+3% +$13.4K 0.01% 674
2023
Q1 		$476K Sell
27,183
-2,303
-8% -$41K 0.01% 709
2022
Q4 		$533K Sell
29,486
-3,774
-11% -$67.9K 0.07% 326
2022
Q3 		$553K Sell
33,260
-1,082
-3% -$19.2K 0.08% 287
2022
Q2 		$576K Buy
34,342
+14,875
+76% +$279K 0.07% 278
2022
Q1 		$368K Buy
+19,467
New +$343K 0.05% 388
2021
Q4 		– Sell
-22,068
Closed -$369K – 545
2021
Q3 		$369K Sell
22,068
-398
-2% -$6.76K 0.06% 348
2021
Q2 		$410K Buy
22,466
+2,037
+10% +$36.3K 0.08% 276
2021
Q1 		$340K Sell
20,429
-9,768
-32% -$149K 0.07% 291
2020
Q4 		$413K Buy
30,197
+2,762
+10% +$37K 0.01% 719
2020
Q3 		$339K Sell
27,435
-79,798
-74% -$1.11M 0.01% 698
2020
Q2 		$1.63M Sell
107,233
-254
-0.2% -$3.86K 0.03% 350
2020
Q1 		$1.5M Buy
107,487
+1,719
+2% +$32.7K 0.05% 264
2019
Q4 		$2.24M Buy
105,768
+10,138
+11% +$205K 0.07% 227
2019
Q3 		$1.97M Sell
95,630
-1,030
-1% -$21.1K 0.08% 187
2019
Q2 		$2.02M Buy
96,660
+57,152
+145% +$1.15M 0.09% 161
2019
Q1 		$791K Buy
39,508
+10,958
+38% +$205K 0.05% 294
2018
Q4 		$439K Buy
+28,550
New +$483K 0.06% 341
2016
Q4 		– Sell
-16,039
Closed -$371K – 356
2016
Q3 		$371K Sell
16,039
-19,219
-55% -$407K 0.18% 143
2016
Q2 		$660K Buy
35,258
+3,885
+12% +$69.2K 0.36% 85
2016
Q1 		$560K Buy
31,373
+17,142
+120% +$280K 0.34% 100
2015
Q4 		$212K Buy
+14,231
New +$339K 0.03% 593

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Simplicity Solutions's KMI Position: Q4 2023 in Review

Simplicity Solutions increased its Kinder Morgan (KMI) stake by 6.7% in Q4 2023, buying an estimated $27.6K and bringing the position to 25,667 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #701.

Simplicity Solutions first reported a position in KMI in Q4 2015 and has held it in 24 quarters since. The position peaked at $2.24M in Q4 2019. 1,386 funds tracked by Wall St. Rank hold KMI as of Q4 2023.

  • Simplicity Solutions held 25,667 shares of Kinder Morgan worth $453K as of Q4 2023.
  • Simplicity Solutions bought 1,621 Kinder Morgan shares in Q4 2023, an estimated $27.6K.
  • Kinder Morgan made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #701 holding.
  • Simplicity Solutions first reported a position in Kinder Morgan in Q4 2015 and has held it in 24 quarters since.
  • Simplicity Solutions's Kinder Morgan position peaked at $2.24M in Q4 2019.
  • 1,386 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.