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Sonora Investment Management’s Kinder Morgan KMI Stock Holding History

Sonora Investment Management’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
2021
Q3 		$3.31M Buy
197,641
+22,868
+13% +$388K 0.41% 69
2021
Q2 		$3.19M Buy
174,773
+2,204
+1% +$39.3K 0.42% 71
2021
Q1 		$2.87M Buy
172,569
+5,414
+3% +$82.7K 0.23% 126
2020
Q4 		$2.29M Sell
167,155
-57,785
-26% -$773K 0.19% 127
2020
Q3 		$2.77M Sell
224,940
-9,063
-4% -$126K 0.26% 106
2020
Q2 		$3.55M Sell
234,003
-2,190
-0.9% -$33.3K 0.36% 78
2020
Q1 		$3.29M Sell
236,193
-15,394
-6% -$293K 0.39% 77
2019
Q4 		$5.33M Buy
251,587
+2,735
+1% +$55.4K 0.5% 72
2019
Q3 		$5.13M Buy
248,852
+1,102
+0.4% +$22.6K 0.53% 66
2019
Q2 		$5.17M Buy
247,750
+328
+0.1% +$6.61K 0.58% 63
2019
Q1 		$4.95M Buy
247,422
+78,543
+47% +$1.47M 0.61% 56
2018
Q4 		$2.6M Sell
168,879
-8,206
-5% -$139K 0.38% 77
2018
Q3 		$3.14M Buy
177,085
+121,370
+218% +$2.17M 0.43% 72
2018
Q2 		$984K Buy
55,715
+37,501
+206% +$614K 0.15% 117
2018
Q1 		$274K Buy
18,214
+3,289
+22% +$57K 0.04% 180
2017
Q4 		$270K Buy
14,925
+2,170
+17% +$38.9K 0.04% 181
2017
Q3 		$245K Buy
12,755
+173
+1% +$3.37K 0.04% 183
2017
Q2 		$241K Buy
12,582
+552
+5% +$11K 0.05% 178
2017
Q1 		$262K Buy
12,030
+3,290
+38% +$71.9K 0.05% 170
2016
Q4 		$181K Buy
8,740
+400
+5% +$8.46K 0.04% 181
2016
Q3 		$193K Sell
8,340
-700
-8% -$14.8K 0.04% 172
2016
Q2 		$169K Buy
9,040
+300
+3% +$5.35K 0.04% 159
2016
Q1 		$153K Buy
8,740
+3,985
+84% +$65.2K 0.04% 171
2015
Q4 		$71K Buy
4,755
+1,636
+52% +$39K 0.02% 191
2015
Q3 		$96K Buy
+3,119
New +$103K 0.03% 150

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Sonora Investment Management's KMI Position: Q3 2021 in Review

Sonora Investment Management increased its Kinder Morgan (KMI) stake by 13% in Q3 2021, buying an estimated $388K and bringing the position to 197,641 shares worth $3.31M. The position accounts for 0.41% of the portfolio, ranked #69.

Sonora Investment Management first reported a position in KMI in Q3 2015 and has held it in 25 quarters since. The position peaked at $5.33M in Q4 2019. 1,203 funds tracked by Wall St. Rank hold KMI as of Q3 2021.

  • Sonora Investment Management held 197,641 shares of Kinder Morgan worth $3.31M as of Q3 2021.
  • Sonora Investment Management bought 22,868 Kinder Morgan shares in Q3 2021, an estimated $388K.
  • Kinder Morgan made up 0.41% of Sonora Investment Management's portfolio in Q3 2021, its #69 holding.
  • Sonora Investment Management first reported a position in Kinder Morgan in Q3 2015 and has held it in 25 quarters since.
  • Sonora Investment Management's Kinder Morgan position peaked at $5.33M in Q4 2019.
  • 1,203 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.