Symmetry Partners’s Kinder Morgan KMI Stock Holding History

Symmetry 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	-21,180	Closed	-$421K	–	314
2024 Q2	$421K	Hold	21,180	–	–	0.02%	325
2024 Q1	$388K	Hold	21,180	–	–	0.03%	358
2023 Q4	$375K	Hold	21,180	–	–	0.02%	345
2023 Q3	$351K	Sell	21,180 -2,456	-10%	-$42.3K	0.02%	394
2023 Q2	$407K	Hold	23,636	–	–	0.02%	393
2023 Q1	$414K	Hold	23,636	–	–	0.02%	376
2022 Q4	$427K	Sell	23,636 -7,459	-24%	-$134K	0.03%	371
2022 Q3	$517K	Hold	31,095	–	–	0.03%	294
2022 Q2	$521K	Hold	31,095	–	–	0.04%	305
2022 Q1	$588K	Hold	31,095	–	–	0.04%	323
2021 Q4	$493K	Hold	31,095	–	–	0.03%	398
2021 Q3	$526K	Hold	31,095	–	–	0.03%	396
2021 Q2	$567K	Hold	31,095	–	–	0.04%	374
2021 Q1	$518K	Sell	31,095 -295	-0.9%	-$4.5K	0.04%	382
2020 Q4	$429K	Buy	31,390 +263	+0.8%	+$3.52K	0.03%	418
2020 Q3	$384K	Buy	+31,127	New	+$434K	0.03%	409
2019 Q2	–	Sell	-4,637	Closed	-$93K	–	380
2019 Q1	$93K	Buy	+4,637	New	+$86.6K	0.02%	381

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

Symmetry Partners's KMI Position: Q3 2024 in Review

Symmetry Partners sold out of Kinder Morgan (KMI) in Q3 2024, closing a stake of 21,180 shares — an estimated $421K sold.

Symmetry Partners first reported a position in KMI in Q1 2019 and held it in 17 quarters. The position peaked at $588K in Q1 2022. 1,416 funds tracked by Wall St. Rank hold KMI as of Q3 2024.

Symmetry Partners reported no remaining Kinder Morgan position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 21,180 Kinder Morgan shares in Q3 2024, an estimated $421K.
Symmetry Partners first reported a position in Kinder Morgan in Q1 2019 and held it in 17 quarters.
Symmetry Partners's Kinder Morgan position peaked at $588K in Q1 2022.
1,416 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.