Susquehanna Fundamental Investments’s Kinder Morgan KMI Stock Holding History

Susquehanna Fundamental Investments’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 Q4	–	Sell	-472,373	Closed	-$7.83M	–	203
2023 Q3	$7.83M	Sell	472,373 -371,524	-44%	-$6.4M	0.51%	59
2023 Q2	$14.5M	Hold	843,897	–	–	0.53%	49
2023 Q1	$14.8M	Sell	843,897 -54	-0%	-$960	0.34%	74
2022 Q4	$15.3M	Sell	843,951 -1,034,474	-55%	-$18.6M	0.26%	110
2022 Q3	$31.3M	Buy	+1,878,425	New	+$33.4M	0.53%	28
2022 Q1	$2.96M	Buy	+156,403	New	+$2.75M	0.06%	448
2021 Q4	–	Sell	-744,525	Closed	-$12.5M	–	1617
2021 Q3	$12.5M	Sell	744,525 -735,070	-50%	-$12.5M	0.23%	107
2021 Q2	$27M	Buy	1,479,595 +712,855	+93%	+$12.7M	0.49%	23
2021 Q1	$12.8M	Buy	+766,740	New	+$11.7M	0.22%	112
2020 Q1	–	Sell	-44,577	Closed	-$944K	–	361
2019 Q4	$944K	Sell	44,577 -408,500	-90%	-$8.27M	0.12%	176
2019 Q3	$9.34M	Buy	453,077 +29,800	+7%	+$612K	1.14%	14
2019 Q2	$8.84M	Buy	423,277 +217,400	+106%	+$4.38M	1.03%	17
2019 Q1	$4.12M	Buy	+205,877	New	+$3.84M	0.47%	69

Other funds holding KMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Susquehanna Fundamental Investments's KMI Position: Q4 2023 in Review

Susquehanna Fundamental Investments sold out of Kinder Morgan (KMI) in Q4 2023, closing a stake of 472,373 shares — an estimated $7.83M sold.

Susquehanna Fundamental Investments first reported a position in KMI in Q1 2019 and held it in 13 quarters. The position peaked at $31.3M in Q3 2022. 1,387 funds tracked by Wall St. Rank hold KMI as of Q4 2023.

Susquehanna Fundamental Investments reported no remaining Kinder Morgan position as of Q4 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 472,373 Kinder Morgan shares in Q4 2023, an estimated $7.83M.
Susquehanna Fundamental Investments first reported a position in Kinder Morgan in Q1 2019 and held it in 13 quarters.
Susquehanna Fundamental Investments's Kinder Morgan position peaked at $31.3M in Q3 2022.
1,387 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2023, filed 14 Feb 2024.