TOBAM’s Kinder Morgan KMI Stock Holding History

TOBAM’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 Q1	–	Sell	-6,170	Closed	-$112K	–	389
2022 Q4	$112K	Sell	6,170 -4,123	-40%	-$74.2K	0.01%	277
2022 Q3	$171K	Buy	+10,293	New	+$183K	0.01%	225
2022 Q2	–	Sell	-9,660	Closed	-$183K	–	460
2022 Q1	$183K	Buy	9,660 +3,470	+56%	+$61.1K	0.01%	240
2021 Q4	$98K	Hold	6,190	–	–	﹤0.01%	271
2021 Q3	$104K	Hold	6,190	–	–	﹤0.01%	261
2021 Q2	$113K	Hold	6,190	–	–	﹤0.01%	245
2021 Q1	$103K	Hold	6,190	–	–	﹤0.01%	249
2020 Q4	$85K	Hold	6,190	–	–	﹤0.01%	259
2020 Q3	$76K	Buy	+6,190	New	+$86.3K	﹤0.01%	251
2016 Q4	–	Sell	-1	Closed	–	–	134
2016 Q3	$0	Hold	1	–	–	﹤0.01%	119
2016 Q2	$0	Hold	1	–	–	﹤0.01%	123
2016 Q1	$0	Hold	1	–	–	﹤0.01%	129
2015 Q4	$0	Hold	1	–	–	﹤0.01%	127
2015 Q3	$0	Hold	1	–	–	﹤0.01%	143
2015 Q2	$0	Buy	+1	New	+$42	﹤0.01%	145

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TOBAM's KMI Position: Q1 2023 in Review

TOBAM sold out of Kinder Morgan (KMI) in Q1 2023, closing a stake of 6,170 shares — an estimated $112K sold.

TOBAM first reported a position in KMI in Q2 2015 and held it in 15 quarters. The position peaked at $183K in Q1 2022. 1,303 funds tracked by Wall St. Rank hold KMI as of Q1 2023.

TOBAM reported no remaining Kinder Morgan position as of Q1 2023 after selling out during the quarter.
TOBAM sold 6,170 Kinder Morgan shares in Q1 2023, an estimated $112K.
TOBAM first reported a position in Kinder Morgan in Q2 2015 and held it in 15 quarters.
TOBAM's Kinder Morgan position peaked at $183K in Q1 2022.
1,303 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2023.

Based on TOBAM's 13F filing for Q1 2023, filed 3 May 2023.