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Syntax Advisors’s Kinder Morgan KMI Stock Holding History

Syntax Advisors’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
Q3 		$243K Buy
14,658
+308
+2% +$5.31K 0.21% 110
2023
Q2 		$247K Sell
14,350
-845
-6% -$14.3K 0.2% 124
2023
Q1 		$266K Buy
15,195
+483
+3% +$8.59K 0.2% 114
2022
Q4 		$266K Sell
14,712
-5,163
-26% -$92.9K 0.22% 96
2022
Q3 		$331K Buy
19,875
+1,989
+11% +$35.4K 0.28% 57
2022
Q2 		$300K Sell
17,886
-81
-0.5% -$1.52K 0.25% 79
2022
Q1 		$340K Sell
17,967
-4,807
-21% -$84.6K 0.29% 74
2021
Q4 		$361K Buy
+22,774
New +$379K 0.27% 79

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Syntax Advisors's KMI Position: Q3 2023 in Review

Syntax Advisors increased its Kinder Morgan (KMI) stake by 2.1% in Q3 2023, buying an estimated $5.31K and bringing the position to 14,658 shares worth $243K. The position accounts for 0.21% of the portfolio, ranked #110.

Syntax Advisors first reported a position in KMI in Q4 2021 and has held it in 8 quarters since. The position peaked at $361K in Q4 2021. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • Syntax Advisors held 14,658 shares of Kinder Morgan worth $243K as of Q3 2023.
  • Syntax Advisors bought 308 Kinder Morgan shares in Q3 2023, an estimated $5.31K.
  • Kinder Morgan made up 0.21% of Syntax Advisors's portfolio in Q3 2023, its #110 holding.
  • Syntax Advisors first reported a position in Kinder Morgan in Q4 2021 and has held it in 8 quarters since.
  • Syntax Advisors's Kinder Morgan position peaked at $361K in Q4 2021.
  • 1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.