Thomas J. Herzfeld Advisors’s Kinder Morgan KMI Stock Holding History

Thomas J. Herzfeld 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 Q4	–	Sell	-148	Closed	-$2.45K	–	246
2023 Q3	$2.45K	Hold	148	–	–	﹤0.01%	309
2023 Q2	$2.55K	Hold	148	–	–	﹤0.01%	313
2023 Q1	$2.59K	Hold	148	–	–	﹤0.01%	290
2022 Q4	$2.68K	Buy	+148	New	+$2.66K	﹤0.01%	289

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Thomas J. Herzfeld Advisors's KMI Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of Kinder Morgan (KMI) in Q4 2023, closing a stake of 148 shares — an estimated $2.45K sold.

Thomas J. Herzfeld Advisors first reported a position in KMI in Q4 2022 and held it in 4 quarters. The position peaked at $2.68K in Q4 2022. 1,386 funds tracked by Wall St. Rank hold KMI as of Q4 2023.

Thomas J. Herzfeld Advisors reported no remaining Kinder Morgan position as of Q4 2023 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 148 Kinder Morgan shares in Q4 2023, an estimated $2.45K.
Thomas J. Herzfeld Advisors first reported a position in Kinder Morgan in Q4 2022 and held it in 4 quarters.
Thomas J. Herzfeld Advisors's Kinder Morgan position peaked at $2.68K in Q4 2022.
1,386 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.