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Sun Life Financial’s Kinder Morgan KMI Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-1,540
Closed -$29K – 78
2022
Q1 		$29K Hold
1,540
– – ﹤0.01% 87
2021
Q4 		$24K Buy
+1,540
New +$25.6K ﹤0.01% 88
2021
Q2 		– Sell
-25,224
Closed -$420K – 303
2021
Q1 		$420K Buy
25,224
+4,383
+21% +$66.9K 0.04% 73
2020
Q4 		$285K Sell
20,841
-33,900
-62% -$454K 0.04% 91
2020
Q3 		$675K Buy
54,741
+17,958
+49% +$250K 0.11% 58
2020
Q2 		$558K Buy
36,783
+681
+2% +$10.4K 0.11% 68
2020
Q1 		$503K Buy
36,102
+4,219
+13% +$80.3K 0.13% 55
2019
Q4 		$675K Sell
31,883
-17,758
-36% -$359K 0.18% 62
2019
Q3 		$1.02M Buy
49,641
+15,071
+44% +$309K 0.26% 57
2019
Q2 		$722K Sell
34,570
-38,528
-53% -$777K 0.18% 52
2019
Q1 		$1.46M Buy
73,098
+10,353
+17% +$193K 0.32% 44
2018
Q4 		$965K Buy
62,745
+269
+0.4% +$4.55K 0.2% 73
2018
Q3 		$1.11M Buy
62,476
+57,327
+1,113% +$1.02M 0.2% 82
2018
Q2 		$91K Buy
5,149
+5,018
+3,831% +$82.1K 0.01% 338
2018
Q1 		$8.68K Sell
131
-4,072
-97% -$70.5K 0.08% 109
2017
Q4 		$76K Sell
4,203
-9,968
-70% -$179K 0.01% 218
2017
Q3 		$272K Buy
14,171
+242
+2% +$4.71K 0.03% 190
2017
Q2 		$267K Buy
13,929
+13,906
+60,461% +$276K 0.03% 184
2017
Q1 		$1.04K Buy
23
+2
+10% +$44 ﹤0.01% 129
2016
Q4 		$1.02K Buy
+21
New +$444 0.01% 81

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Sun Life Financial's KMI Position: Q2 2022 in Review

Sun Life Financial sold out of Kinder Morgan (KMI) in Q2 2022, closing a stake of 1,540 shares — an estimated $29K sold.

Sun Life Financial first reported a position in KMI in Q4 2016 and held it in 20 quarters. The position peaked at $1.46M in Q1 2019. 1,306 funds tracked by Wall St. Rank hold KMI as of Q2 2022.

  • Sun Life Financial reported no remaining Kinder Morgan position as of Q2 2022 after selling out during the quarter.
  • Sun Life Financial sold 1,540 Kinder Morgan shares in Q2 2022, an estimated $29K.
  • Sun Life Financial first reported a position in Kinder Morgan in Q4 2016 and held it in 20 quarters.
  • Sun Life Financial's Kinder Morgan position peaked at $1.46M in Q1 2019.
  • 1,306 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2022.

Based on Sun Life Financial's 13F filing for Q2 2022, filed 15 Aug 2022.