SWS Partners’s Kinder Morgan KMI Stock Holding History

SWS Partners’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 Q3	–	Sell	-256	Closed	-$5.09K	–	208
2024 Q2	$5.09K	Buy	+256	New	+$4.88K	﹤0.01%	291
2018 Q2	–	Sell	-481	Closed	-$7K	–	213
2018 Q1	$7K	Sell	481 -8	-2%	-$139	0.01%	285
2017 Q4	$9K	Buy	+489	New	+$8.77K	0.01%	269

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SWS Partners's KMI Position: Q3 2024 in Review

SWS Partners sold out of Kinder Morgan (KMI) in Q3 2024, closing a stake of 256 shares — an estimated $5.09K sold.

SWS Partners first reported a position in KMI in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q4 2017. 1,416 funds tracked by Wall St. Rank hold KMI as of Q3 2024.

SWS Partners reported no remaining Kinder Morgan position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 256 Kinder Morgan shares in Q3 2024, an estimated $5.09K.
SWS Partners first reported a position in Kinder Morgan in Q4 2017 and held it in 3 quarters.
SWS Partners's Kinder Morgan position peaked at $9K in Q4 2017.
1,416 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.