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Tilia Fiduciary Partners’s Kinder Morgan KMI Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-1,906
Closed -$32.8K – 294
2023
Q2 		$32.8K Hold
1,906
– – 0.03% 256
2023
Q1 		$33.4K Hold
1,906
– – 0.03% 251
2022
Q4 		$34.5K Hold
1,906
– – 0.03% 233
2022
Q3 		$33K Hold
1,906
– – 0.03% 234
2022
Q2 		$32K Buy
1,906
+1,650
+645% +$30.9K 0.03% 247
2022
Q1 		$5K Hold
256
– – ﹤0.01% 458
2021
Q4 		$4K Buy
+256
New +$4.26K ﹤0.01% 504

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

Tilia Fiduciary Partners's KMI Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Kinder Morgan (KMI) in Q3 2023, closing a stake of 1,906 shares — an estimated $32.8K sold.

Tilia Fiduciary Partners first reported a position in KMI in Q4 2021 and held it in 7 quarters. The position peaked at $34.5K in Q4 2022. 1,338 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Kinder Morgan position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 1,906 Kinder Morgan shares in Q3 2023, an estimated $32.8K.
  • Tilia Fiduciary Partners first reported a position in Kinder Morgan in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Kinder Morgan position peaked at $34.5K in Q4 2022.
  • 1,338 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.