Tallon Kerry Patrick’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Tallon Kerry Patrick’s Portfolio KYN Stock Details KYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1M	Buy	+76,825	New	+$948K	0.96%	27

Other funds holding KYN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SAM

Stansberry Asset Management Westlake, Texas $1.09B AUM 23.97% 1-Year Est. Return

Tallon Kerry Patrick's KYN Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2024: 76,825 shares worth $1M. The stake represents 0.96% of the portfolio and ranks #27 among its holdings.

240 funds tracked by Wall St. Rank hold KYN as of Q4 2024.

Tallon Kerry Patrick held 76,825 shares of Kayne Anderson Energy Infrastructure Fund worth $1M as of Q4 2024.
Kayne Anderson Energy Infrastructure Fund was a new Tallon Kerry Patrick position in Q4 2024.
Kayne Anderson Energy Infrastructure Fund made up 0.96% of Tallon Kerry Patrick's portfolio in Q4 2024, its #27 holding.
240 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.