Synergy Asset Management’s Kinder Morgan KMI Stock Holding History

Synergy Asset 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
2022 Q3	–	Sell	-139,306	Closed	-$2.33M	–	122
2022 Q2	$2.33M	Buy	+139,306	New	+$2.61M	0.62%	44

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

Synergy Asset Management's KMI Position: Q3 2022 in Review

Synergy Asset Management sold out of Kinder Morgan (KMI) in Q3 2022, closing a stake of 139,306 shares — an estimated $2.33M sold.

Synergy Asset Management first reported a position in KMI in Q2 2022 and held it in 1 quarter. The position peaked at $2.33M in Q2 2022. 1,294 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

Synergy Asset Management reported no remaining Kinder Morgan position as of Q3 2022 after selling out during the quarter.
Synergy Asset Management sold 139,306 Kinder Morgan shares in Q3 2022, an estimated $2.33M.
Synergy Asset Management first reported a position in Kinder Morgan in Q2 2022 and held it in 1 quarter.
Synergy Asset Management's Kinder Morgan position peaked at $2.33M in Q2 2022.
1,294 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on Synergy Asset Management's 13F filing for Q3 2022, filed 9 Nov 2022.