Stoneridge Investment Partners’s Kinder Morgan KMI Stock Holding History

Stoneridge Investment Partners’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
2024 Q3	–	Sell	-37,274	Closed	-$741K	–	137
2024 Q2	$741K	Sell	37,274 -1,525	-4%	-$29.1K	0.28%	80
2024 Q1	$712K	Sell	38,799 -14,347	-27%	-$251K	0.27%	75
2023 Q4	$937K	Hold	53,146	–	–	0.39%	67
2023 Q3	$881K	Sell	53,146 -60,631	-53%	-$1.05M	0.42%	67
2023 Q2	$1.96M	Buy	113,777 +7,155	+7%	+$122K	0.85%	39
2023 Q1	$1.87M	Sell	106,622 -2,389	-2%	-$42.5K	0.99%	34
2022 Q4	$1.97M	Hold	109,011	–	–	1.09%	30
2022 Q3	$1.81M	Hold	109,011	–	–	1.07%	29
2022 Q2	$1.83M	Buy	109,011 +27,700	+34%	+$519K	1.01%	33
2022 Q1	$1.54M	Hold	81,311	–	–	0.72%	43
2021 Q4	$1.29M	Buy	81,311 +40,300	+98%	+$671K	0.59%	50
2021 Q3	$686K	Buy	+41,011	New	+$697K	0.34%	72

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stoneridge Investment Partners's KMI Position: Q3 2024 in Review

Stoneridge Investment Partners sold out of Kinder Morgan (KMI) in Q3 2024, closing a stake of 37,274 shares — an estimated $741K sold.

Stoneridge Investment Partners first reported a position in KMI in Q3 2021 and held it in 12 quarters. The position peaked at $1.97M in Q4 2022. 1,416 funds tracked by Wall St. Rank hold KMI as of Q3 2024.

Stoneridge Investment Partners reported no remaining Kinder Morgan position as of Q3 2024 after selling out during the quarter.
Stoneridge Investment Partners sold 37,274 Kinder Morgan shares in Q3 2024, an estimated $741K.
Stoneridge Investment Partners first reported a position in Kinder Morgan in Q3 2021 and held it in 12 quarters.
Stoneridge Investment Partners's Kinder Morgan position peaked at $1.97M in Q4 2022.
1,416 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2024.

Based on Stoneridge Investment Partners's 13F filing for Q3 2024, filed 30 Oct 2024.