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Sterling Financial Planning’s Kinder Morgan KMI Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-3,496
Closed -$58K – 255
2021
Q3 		$58K Hold
3,496
– – 0.04% 170
2021
Q2 		$64K Hold
3,496
– – 0.04% 150
2021
Q1 		$58K Hold
3,496
– – 0.04% 142
2020
Q4 		$48K Buy
+3,496
New +$46.8K 0.04% 147

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Sterling Financial Planning's KMI Position: Q4 2021 in Review

Sterling Financial Planning sold out of Kinder Morgan (KMI) in Q4 2021, closing a stake of 3,496 shares — an estimated $58K sold.

Sterling Financial Planning first reported a position in KMI in Q4 2020 and held it in 4 quarters. The position peaked at $64K in Q2 2021. 1,275 funds tracked by Wall St. Rank hold KMI as of Q4 2021.

  • Sterling Financial Planning reported no remaining Kinder Morgan position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 3,496 Kinder Morgan shares in Q4 2021, an estimated $58K.
  • Sterling Financial Planning first reported a position in Kinder Morgan in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Kinder Morgan position peaked at $64K in Q2 2021.
  • 1,275 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.