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Ulrich Consultants & Investment Group’s Kinder Morgan KMI Stock Holding History

Ulrich Consultants & Investment Group’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
Q2 		$203K Hold
11,773
– – 0.49% 24
2023
Q1 		$206K Hold
11,773
– – 0.43% 24
2022
Q4 		$213K Hold
11,773
– – 0.48% 22
2022
Q3 		$196K Hold
11,773
– – 0.15% 51
2022
Q2 		$197K Buy
+11,773
New +$220K 0.11% 71

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ulrich Consultants & Investment Group's KMI Position: Q2 2023 in Review

Ulrich Consultants & Investment Group held its Kinder Morgan (KMI) position steady in Q2 2023 at 11,773 shares worth $203K. The position accounts for 0.49% of the portfolio, ranked #24.

Ulrich Consultants & Investment Group first reported a position in KMI in Q2 2022 and has held it in 5 quarters since. The position peaked at $213K in Q4 2022. 1,309 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

  • Ulrich Consultants & Investment Group held 11,773 shares of Kinder Morgan worth $203K as of Q2 2023.
  • Ulrich Consultants & Investment Group left its Kinder Morgan share count unchanged in Q2 2023.
  • Kinder Morgan made up 0.49% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #24 holding.
  • Ulrich Consultants & Investment Group first reported a position in Kinder Morgan in Q2 2022 and has held it in 5 quarters since.
  • Ulrich Consultants & Investment Group's Kinder Morgan position peaked at $213K in Q4 2022.
  • 1,309 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.