Tradition Asset Management’s Kinder Morgan KMI Stock Holding History

Tradition Asset Management’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
2020 Q2	$2.29M	Buy	150,762 +4,630	+3%	+$70.4K	0.65%	54
2020 Q1	$2.03M	Buy	146,132 +24,012	+20%	+$457K	0.68%	56
2019 Q4	$2.58M	Buy	122,120 +2,455	+2%	+$49.7K	0.63%	62
2019 Q3	$2.47M	Buy	119,665 +12,755	+12%	+$262K	0.64%	58
2019 Q2	$2.23M	Buy	+106,910	New	+$2.16M	0.58%	64

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Tradition Asset Management's KMI Position: Q2 2020 in Review

Tradition Asset Management increased its Kinder Morgan (KMI) stake by 3.2% in Q2 2020, buying an estimated $70.4K and bringing the position to 150,762 shares worth $2.29M. The position accounts for 0.65% of the portfolio, ranked #54.

Tradition Asset Management first reported a position in KMI in Q2 2019 and has held it in 5 quarters since. The position peaked at $2.58M in Q4 2019. 1,100 funds tracked by Wall St. Rank hold KMI as of Q2 2020.

Tradition Asset Management held 150,762 shares of Kinder Morgan worth $2.29M as of Q2 2020.
Tradition Asset Management bought 4,630 Kinder Morgan shares in Q2 2020, an estimated $70.4K.
Kinder Morgan made up 0.65% of Tradition Asset Management's portfolio in Q2 2020, its #54 holding.
Tradition Asset Management first reported a position in Kinder Morgan in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's Kinder Morgan position peaked at $2.58M in Q4 2019.
1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.