Surevest’s Kinder Morgan KMI Stock Holding History

Surevest’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 Q3	$6K	Buy	336 +90	+37%	+$1.6K	﹤0.01%	312
2022 Q2	$4K	Hold	246	–	–	﹤0.01%	354
2022 Q1	$5K	Hold	246	–	–	﹤0.01%	318
2021 Q4	$4K	Buy	+246	New	+$4.09K	﹤0.01%	343

Other funds holding KMI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Surevest's KMI Position: Q3 2022 in Review

Surevest increased its Kinder Morgan (KMI) stake by 37% in Q3 2022, buying an estimated $1.6K and bringing the position to 336 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Surevest first reported a position in KMI in Q4 2021 and has held it in 4 quarters since. 1,294 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

Surevest held 336 shares of Kinder Morgan worth $6K as of Q3 2022.
Surevest bought 90 Kinder Morgan shares in Q3 2022, an estimated $1.6K.
Kinder Morgan made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #312 holding.
Surevest first reported a position in Kinder Morgan in Q4 2021 and has held it in 4 quarters since.
1,294 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.