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Sugarloaf Wealth Management’s Kinder Morgan KMI Stock Holding History

Sugarloaf 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
2024
Q4 		$1.26K Hold
46
– – ﹤0.01% 641
2024
Q3 		$1.02K Hold
46
– – ﹤0.01% 643
2024
Q2 		$914 Sell
46
-164
-78% -$3.13K ﹤0.01% 619
2024
Q1 		$3.85K Buy
210
+164
+357% +$2.87K ﹤0.01% 552
2023
Q4 		$811 Hold
46
– – ﹤0.01% 636
2023
Q3 		$763 Hold
46
– – ﹤0.01% 638
2023
Q2 		$792 Sell
46
-1,315
-97% -$22.3K ﹤0.01% 646
2023
Q1 		$23.8K Sell
1,361
-347
-20% -$6.17K 0.01% 374
2022
Q4 		$30.9K Sell
1,708
-127
-7% -$2.28K 0.01% 351
2022
Q3 		$31K Buy
1,835
+31
+2% +$551 0.01% 358
2022
Q2 		$30K Buy
1,804
+3
+0.2% +$56 0.01% 360
2022
Q1 		$34K Sell
1,801
-2,425
-57% -$42.7K 0.01% 330
2021
Q4 		$67K Buy
4,226
+902
+27% +$15K 0.02% 248
2021
Q3 		$56K Buy
3,324
+1,427
+75% +$24.2K 0.01% 252
2021
Q2 		$35K Buy
1,897
+2
+0.1% +$36 0.01% 329
2021
Q1 		$32 Sell
1,895
-436
-19% -$6.66K 0.01% 337
2020
Q4 		$32K Sell
2,331
-2,486
-52% -$33.3K 0.01% 309
2020
Q3 		$63K Sell
4,817
-295
-6% -$4.11K 0.02% 204
2020
Q2 		$78K Sell
5,112
-289
-5% -$4.39K 0.03% 185
2020
Q1 		$75K Buy
5,401
+134
+3% +$2.55K 0.03% 172
2019
Q4 		$111K Buy
+5,267
New +$107K 0.05% 166

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's KMI Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Kinder Morgan (KMI) position steady in Q4 2024 at 46 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Sugarloaf Wealth Management first reported a position in KMI in Q4 2019 and has held it in 21 quarters since. The position peaked at $111K in Q4 2019. 1,600 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

  • Sugarloaf Wealth Management held 46 shares of Kinder Morgan worth $1.26K as of Q4 2024.
  • Sugarloaf Wealth Management left its Kinder Morgan share count unchanged in Q4 2024.
  • Kinder Morgan made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #641 holding.
  • Sugarloaf Wealth Management first reported a position in Kinder Morgan in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Kinder Morgan position peaked at $111K in Q4 2019.
  • 1,600 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.