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Strategic Income Management’s Kinder Morgan KMI Stock Holding History

Strategic Income 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
2023
Q2 		– Sell
-511,720
Closed -$8.96M – 9
2023
Q1 		$8.96M Buy
511,720
+24,561
+5% +$437K 9.42% 5
2022
Q4 		$8.81M Buy
+487,159
New +$8.76M 7.07% 8

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Income Management's KMI Position: Q2 2023 in Review

Strategic Income Management sold out of Kinder Morgan (KMI) in Q2 2023, closing a stake of 511,720 shares — an estimated $8.96M sold.

Strategic Income Management first reported a position in KMI in Q4 2022 and held it in 2 quarters. The position peaked at $8.96M in Q1 2023. 1,309 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

  • Strategic Income Management reported no remaining Kinder Morgan position as of Q2 2023 after selling out during the quarter.
  • Strategic Income Management sold 511,720 Kinder Morgan shares in Q2 2023, an estimated $8.96M.
  • Strategic Income Management first reported a position in Kinder Morgan in Q4 2022 and held it in 2 quarters.
  • Strategic Income Management's Kinder Morgan position peaked at $8.96M in Q1 2023.
  • 1,309 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on Strategic Income Management's 13F filing for Q2 2023, filed 9 Aug 2023.