TrustCore Financial Services’s Kinder Morgan KMI Stock Holding History

TrustCore Financial Services’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
2022 Q4	$81.1K	Buy	4,485 +427	+11%	+$7.68K	0.01%	381
2022 Q3	$68K	Hold	4,058	–	–	0.01%	403
2022 Q2	$68K	Buy	4,058 +1,800	+80%	+$33.7K	0.01%	399
2022 Q1	$43K	Buy	2,258 +5	+0.2%	+$88	﹤0.01%	510
2021 Q4	$36K	Hold	2,253	–	–	﹤0.01%	505
2021 Q3	$38K	Hold	2,253	–	–	﹤0.01%	532
2021 Q2	$41K	Buy	2,253 +50	+2%	+$891	﹤0.01%	503
2021 Q1	$37K	Hold	2,203	–	–	﹤0.01%	494
2020 Q4	$30K	Hold	2,203	–	–	﹤0.01%	494
2020 Q3	$27K	Sell	2,203 -400	-15%	-$5.57K	﹤0.01%	467
2020 Q2	$39K	Sell	2,603 -1,152	-31%	-$17.5K	0.01%	423
2020 Q1	$52K	Buy	3,755 +50	+1%	+$952	0.01%	355
2019 Q4	$78K	Buy	3,705 +1,500	+68%	+$30.4K	0.01%	320
2019 Q3	$45K	Hold	2,205	–	–	0.01%	385
2019 Q2	$46K	Hold	2,205	–	–	0.01%	369
2019 Q1	$44K	Hold	2,205	–	–	0.01%	324
2018 Q4	$34K	Sell	2,205 -2,404	-52%	-$40.7K	0.02%	182
2018 Q3	$82K	Sell	4,609 -816	-15%	-$14.6K	0.03%	244
2018 Q2	$96K	Buy	5,425 +38	+0.7%	+$622	0.03%	212
2018 Q1	$81K	Buy	5,387 +266	+5%	+$4.61K	0.03%	221
2017 Q4	$93K	Buy	+5,121	New	+$91.9K	0.04%	204

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

TrustCore Financial Services's KMI Position: Q4 2022 in Review

TrustCore Financial Services increased its Kinder Morgan (KMI) stake by 11% in Q4 2022, buying an estimated $7.68K and bringing the position to 4,485 shares worth $81.1K. The position accounts for 0.01% of the portfolio, ranked #381.

TrustCore Financial Services first reported a position in KMI in Q4 2017 and has held it in 21 quarters since. The position peaked at $96K in Q2 2018. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

TrustCore Financial Services held 4,485 shares of Kinder Morgan worth $81.1K as of Q4 2022.
TrustCore Financial Services bought 427 Kinder Morgan shares in Q4 2022, an estimated $7.68K.
Kinder Morgan made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #381 holding.
TrustCore Financial Services first reported a position in Kinder Morgan in Q4 2017 and has held it in 21 quarters since.
TrustCore Financial Services's Kinder Morgan position peaked at $96K in Q2 2018.
1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.