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Vista Investment Management’s Kinder Morgan KMI Stock Holding History

Vista Investment 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
2023
Q2 		– Sell
-15,023
Closed -$263K – 164
2023
Q1 		$263K Sell
15,023
-406
-3% -$7.22K 0.14% 139
2022
Q4 		$279K Sell
15,429
-210
-1% -$3.78K 0.16% 134
2022
Q3 		$260K Sell
15,639
-3,598
-19% -$64K 0.16% 134
2022
Q2 		$322K Sell
19,237
-175
-0.9% -$3.28K 0.19% 128
2022
Q1 		$367K Buy
19,412
+4,200
+28% +$73.9K 0.2% 121
2021
Q4 		$241K Sell
15,212
-34
-0.2% -$566 0.13% 151
2021
Q3 		$255K Buy
15,246
+21
+0.1% +$357 0.15% 135
2021
Q2 		$278K Sell
15,225
-387
-2% -$6.9K 0.16% 133
2021
Q1 		$260K Buy
15,612
+159
+1% +$2.43K 0.16% 132
2020
Q4 		$211K Sell
15,453
-2,272
-13% -$30.4K 0.14% 141
2020
Q3 		$219K Buy
17,725
+1,479
+9% +$20.6K 0.17% 128
2020
Q2 		$246K Buy
16,246
+235
+1% +$3.57K 0.21% 117
2020
Q1 		$223K Buy
16,011
+183
+1% +$3.48K 0.23% 115
2019
Q4 		$335K Buy
15,828
+81
+0.5% +$1.64K 0.25% 106
2019
Q3 		$325K Sell
15,747
-400
-2% -$8.21K 0.27% 105
2019
Q2 		$337K Sell
16,147
-300
-2% -$6.05K 0.29% 103
2019
Q1 		$329K Buy
16,447
+905
+6% +$16.9K 0.29% 105
2018
Q4 		$239K Sell
15,542
-1,207
-7% -$20.4K 0.25% 115
2018
Q3 		$297K Sell
16,749
-1,150
-6% -$20.6K 0.26% 118
2018
Q2 		$316K Sell
17,899
-1,860
-9% -$30.4K 0.31% 110
2018
Q1 		$298K Sell
19,759
-310
-2% -$5.37K 0.31% 103
2017
Q4 		$363K Buy
+20,069
New +$360K 0.38% 87

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

Vista Investment Management's KMI Position: Q2 2023 in Review

Vista Investment Management sold out of Kinder Morgan (KMI) in Q2 2023, closing a stake of 15,023 shares — an estimated $263K sold.

Vista Investment Management first reported a position in KMI in Q4 2017 and held it in 22 quarters. The position peaked at $367K in Q1 2022. 1,308 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

  • Vista Investment Management reported no remaining Kinder Morgan position as of Q2 2023 after selling out during the quarter.
  • Vista Investment Management sold 15,023 Kinder Morgan shares in Q2 2023, an estimated $263K.
  • Vista Investment Management first reported a position in Kinder Morgan in Q4 2017 and held it in 22 quarters.
  • Vista Investment Management's Kinder Morgan position peaked at $367K in Q1 2022.
  • 1,308 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on Vista Investment Management's 13F filing for Q2 2023, filed 15 Aug 2023.