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Ulland Investment Advisors’s Kinder Morgan KMI Stock Holding History

Ulland Investment 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
Q1 		– Sell
-1,200
Closed -$22K – 211
2022
Q4 		$22K Buy
+1,200
New +$21.6K 0.03% 127

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ulland Investment Advisors's KMI Position: Q1 2023 in Review

Ulland Investment Advisors sold out of Kinder Morgan (KMI) in Q1 2023, closing a stake of 1,200 shares — an estimated $22K sold.

Ulland Investment Advisors first reported a position in KMI in Q4 2022 and held it in 1 quarter. The position peaked at $22K in Q4 2022. 1,303 funds tracked by Wall St. Rank hold KMI as of Q1 2023.

  • Ulland Investment Advisors reported no remaining Kinder Morgan position as of Q1 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 1,200 Kinder Morgan shares in Q1 2023, an estimated $22K.
  • Ulland Investment Advisors first reported a position in Kinder Morgan in Q4 2022 and held it in 1 quarter.
  • Ulland Investment Advisors's Kinder Morgan position peaked at $22K in Q4 2022.
  • 1,303 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2023.

Based on Ulland Investment Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.