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Steward Financial Group’s Kinder Morgan KMI Stock Holding History

Steward 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
2023
Q3 		$10K Buy
+652
New +$11.2K ﹤0.01% 381
2023
Q2 		– Sell
-561
Closed -$9K – 748
2023
Q1 		$9K Buy
561
+276
+97% +$4.91K ﹤0.01% 212
2022
Q4 		$5K Buy
+285
New +$5.13K ﹤0.01% 202
2022
Q3 		– Sell
-141
Closed -$2K – 728
2022
Q2 		$2K Buy
+141
New +$2.64K ﹤0.01% 574

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's KMI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Kinder Morgan (KMI) in Q3 2023: 652 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in KMI as recently as Q1 2023.

Steward Financial Group first reported a position in KMI in Q2 2022 and has held it in 4 quarters since. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • Steward Financial Group held 652 shares of Kinder Morgan worth $10K as of Q3 2023.
  • Kinder Morgan was a new Steward Financial Group position in Q3 2023.
  • Kinder Morgan made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #381 holding.
  • Steward Financial Group first reported a position in Kinder Morgan in Q2 2022 and has held it in 4 quarters since.
  • 1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.