Swift Run Capital Management’s Kinder Morgan KMI Stock Holding History

Swift Run Capital 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
2020 Q4	$712K	Sell	52,089 -27,830	-35%	-$372K	1.37%	27
2020 Q3	$985K	Sell	79,919 -8,210	-9%	-$114K	1.95%	15
2020 Q2	$1.34M	Sell	88,129 -15,616	-15%	-$237K	2.22%	15
2020 Q1	$1.44M	Sell	103,745 -83,869	-45%	-$1.6M	2.04%	15
2019 Q4	$3.97M	Sell	187,614 -50,904	-21%	-$1.03M	5.21%	8
2019 Q3	$4.92M	Sell	238,518 -8,651	-4%	-$178K	4.58%	11
2019 Q2	$5.16M	Sell	247,169 -4,380	-2%	-$88.3K	4.76%	11
2019 Q1	$5.03M	Buy	251,549 +94,580	+60%	+$1.77M	4.64%	10
2018 Q4	$2.41M	Buy	+156,969	New	+$2.66M	2.55%	15
2018 Q3	–	Sell	-12,699	Closed	-$224K	–	38
2018 Q2	$224K	Buy	12,699 +1,388	+12%	+$22.7K	0.2%	37
2018 Q1	$170K	Sell	11,311 -2,060	-15%	-$35.7K	0.12%	49
2017 Q4	$242K	Sell	13,371 -15,157	-53%	-$272K	0.15%	44
2017 Q3	$547K	Hold	28,528	–	–	0.29%	35
2017 Q2	$547K	Hold	28,528	–	–	0.32%	31
2017 Q1	$620K	Hold	28,528	–	–	0.37%	33
2016 Q4	$591K	Hold	28,528	–	–	0.35%	33
2016 Q3	$660K	Hold	28,528	–	–	0.39%	37
2016 Q2	$534K	Sell	28,528 -59,940	-68%	-$1.07M	0.34%	37
2016 Q1	$1.58M	Buy	88,468 +14,800	+20%	+$242K	0.98%	24
2015 Q4	$1.1M	Buy	73,668 +61,300	+496%	+$1.46M	0.64%	27
2015 Q3	$342K	Sell	12,368 -1,194	-9%	-$39.5K	0.18%	38
2015 Q2	$521K	Hold	13,562	–	–	0.22%	37
2015 Q1	$570K	Buy	13,562 +2,582	+24%	+$107K	0.25%	35
2014 Q4	$465K	Buy	+10,980	New	+$432K	0.22%	38
2014 Q1	–	Sell	-86,093	Closed	-$3.1M	–	57
2013 Q4	$3.1M	Buy	+86,093	New	+$3.02M	2.47%	14

Other funds holding KMI

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

BlackRock New York $5.72T AUM 30.48% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Swift Run Capital Management's KMI Position: Q4 2020 in Review

Swift Run Capital Management reduced its Kinder Morgan (KMI) stake by 35% in Q4 2020, selling an estimated $372K and leaving 52,089 shares worth $712K. The position accounts for 1.37% of the portfolio, ranked #27.

Swift Run Capital Management first reported a position in KMI in Q4 2013 and has held it in 25 quarters since. The position peaked at $5.16M in Q2 2019. 1,139 funds tracked by Wall St. Rank hold KMI as of Q4 2020.

Swift Run Capital Management held 52,089 shares of Kinder Morgan worth $712K as of Q4 2020.
Swift Run Capital Management sold 27,830 Kinder Morgan shares in Q4 2020, an estimated $372K.
Kinder Morgan made up 1.37% of Swift Run Capital Management's portfolio in Q4 2020, its #27 holding.
Swift Run Capital Management first reported a position in Kinder Morgan in Q4 2013 and has held it in 25 quarters since.
Swift Run Capital Management's Kinder Morgan position peaked at $5.16M in Q2 2019.
1,139 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2020.

Based on Swift Run Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.