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Stockman Wealth Management’s Kinder Morgan KMI Stock Holding History

Stockman Wealth 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
2022
Q1 		– Sell
-12,410
Closed -$197K – 208
2021
Q4 		$197K Sell
12,410
-9,787
-44% -$163K 0.04% 202
2021
Q3 		$371K Hold
22,197
– – 0.08% 138
2021
Q2 		$405K Buy
22,197
+956
+5% +$17K 0.1% 130
2021
Q1 		$354K Hold
21,241
– – 0.1% 129
2020
Q4 		$290K Sell
21,241
-2,287
-10% -$30.6K 0.09% 138
2020
Q3 		$290K Sell
23,528
-297
-1% -$4.14K 0.11% 121
2020
Q2 		$361K Sell
23,825
-391
-2% -$5.94K 0.14% 110
2020
Q1 		$337K Sell
24,216
-1,162
-5% -$22.1K 0.15% 102
2019
Q4 		$537K Buy
25,378
+2,449
+11% +$49.6K 0.19% 88
2019
Q3 		$473K Sell
22,929
-151
-0.7% -$3.1K 0.18% 94
2019
Q2 		$482K Sell
23,080
-655
-3% -$13.2K 0.2% 91
2019
Q1 		$475K Sell
23,735
-5,728
-19% -$107K 0.21% 89
2018
Q4 		$453K Sell
29,463
-1,767
-6% -$29.9K 0.22% 89
2018
Q3 		$554K Sell
31,230
-4,417
-12% -$79K 0.24% 76
2018
Q2 		$630K Sell
35,647
-10,344
-22% -$169K 0.29% 70
2018
Q1 		$693K Sell
45,991
-1,719
-4% -$29.8K 0.32% 70
2017
Q4 		$862K Buy
47,710
+13,156
+38% +$236K 0.39% 64
2017
Q3 		$663K Buy
34,554
+6,287
+22% +$122K 0.32% 71
2017
Q2 		$542K Buy
28,267
+800
+3% +$15.9K 0.54% 62
2017
Q1 		$597K Sell
27,467
-6,538
-19% -$143K 0.34% 61
2016
Q4 		$704K Buy
34,005
+2,247
+7% +$47.5K 0.43% 55
2016
Q3 		$735K Buy
31,758
+16,733
+111% +$355K 0.46% 56
2016
Q2 		$281K Buy
15,025
+500
+3% +$8.91K 0.22% 60
2016
Q1 		$259K Buy
14,525
+76
+0.5% +$1.24K 0.21% 65
2015
Q4 		$216K Buy
14,449
+5,510
+62% +$131K 0.17% 75
2015
Q3 		$247K Buy
8,939
+2,038
+30% +$67.5K 0.21% 74
2015
Q2 		$265K Sell
6,901
-1,018
-13% -$42.5K 0.23% 68
2015
Q1 		$333K Sell
7,919
-1,450
-15% -$60K 0.28% 66
2014
Q4 		$396K Buy
+9,369
New +$369K 0.34% 64

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Stockman Wealth Management's KMI Position: Q1 2022 in Review

Stockman Wealth Management sold out of Kinder Morgan (KMI) in Q1 2022, closing a stake of 12,410 shares — an estimated $197K sold.

Stockman Wealth Management first reported a position in KMI in Q4 2014 and held it in 29 quarters. The position peaked at $862K in Q4 2017. 1,301 funds tracked by Wall St. Rank hold KMI as of Q1 2022.

  • Stockman Wealth Management reported no remaining Kinder Morgan position as of Q1 2022 after selling out during the quarter.
  • Stockman Wealth Management sold 12,410 Kinder Morgan shares in Q1 2022, an estimated $197K.
  • Stockman Wealth Management first reported a position in Kinder Morgan in Q4 2014 and held it in 29 quarters.
  • Stockman Wealth Management's Kinder Morgan position peaked at $862K in Q4 2017.
  • 1,301 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2022.

Based on Stockman Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.