Wintrust Investments’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $137K | Sell |
5,005
-10,172
| -67% | -$265K | 0.12% | 132 |
|
|
2024
Q3 | $335K | Sell |
15,177
-148,331
| -91% | -$3.12M | 0.25% | 73 |
|
|
2024
Q2 | $3.25M | Sell |
163,508
-19,090
| -10% | -$364K | 0.26% | 64 |
|
|
2024
Q1 | $3.35M | Sell |
182,598
-18,756
| -9% | -$328K | 0.3% | 68 |
|
|
2023
Q4 | $3.55M | Sell |
201,354
-4,777
| -2% | -$81.4K | 0.34% | 58 |
|
|
2023
Q3 | $3.42M | Sell |
206,131
-6,028
| -3% | -$104K | 0.36% | 59 |
|
|
2023
Q2 | $3.65M | Buy |
+212,159
| New | +$3.6M | 0.37% | 54 |
|
|
2023
Q1 | – | Sell |
-194,810
| Closed | -$3.52M | – | 362 |
|
|
2022
Q4 | $3.52M | Buy |
194,810
+11,930
| +7% | +$215K | 0.46% | 45 |
|
|
2022
Q3 | $3.04M | Buy |
182,880
+18,115
| +11% | +$322K | 0.38% | 49 |
|
|
2022
Q2 | $2.76M | Buy |
164,765
+23,530
| +17% | +$441K | 0.33% | 53 |
|
|
2022
Q1 | $2.67M | Buy |
141,235
+11,271
| +9% | +$198K | 0.26% | 65 |
|
|
2021
Q4 | $2.06M | Buy |
+129,964
| New | +$2.16M | 0.2% | 100 |
|
|
2021
Q3 | – | Sell |
-140,186
| Closed | -$2.56M | – | 347 |
|
|
2021
Q2 | $2.56M | Sell |
140,186
-24,719
| -15% | -$441K | 0.26% | 77 |
|
|
2021
Q1 | $2.74M | Sell |
164,905
-14,916
| -8% | -$228K | 0.28% | 73 |
|
|
2020
Q4 | $2.46M | Buy |
179,821
+6,945
| +4% | +$93K | 0.7% | 33 |
|
|
2020
Q3 | $2.13M | Buy |
172,876
+149,244
| +632% | +$2.08M | 0.29% | 74 |
|
|
2020
Q2 | $359K | Buy |
23,632
+6,100
| +35% | +$92.7K | 0.05% | 244 |
|
|
2020
Q1 | $244K | Buy |
+17,532
| New | +$334K | 0.04% | 271 |
|
|
2019
Q3 | – | Sell |
-10,129
| Closed | -$212K | – | 371 |
|
|
2019
Q2 | $212K | Buy |
+10,129
| New | +$204K | 0.03% | 341 |
|
|
2019
Q1 | – | Sell |
-11,356
| Closed | -$175K | – | 353 |
|
|
2018
Q4 | $175K | Sell |
11,356
-21,419
| -65% | -$363K | 0.03% | 316 |
|
|
2018
Q3 | $581K | Sell |
32,775
-15,614
| -32% | -$279K | 0.09% | 195 |
|
|
2018
Q2 | $855K | Sell |
48,389
-36,179
| -43% | -$592K | 0.15% | 134 |
|
|
2018
Q1 | $1.27M | Buy |
84,568
+1,239
| +1% | +$21.5K | 0.32% | 61 |
|
|
2017
Q4 | $1.51M | Buy |
83,329
+65,788
| +375% | +$1.18M | 0.35% | 53 |
|
|
2017
Q3 | $336K | Sell |
17,541
-1,149
| -6% | -$22.4K | 0.08% | 206 |
|
|
2017
Q2 | $358K | Sell |
18,690
-1,212
| -6% | -$24.1K | 0.1% | 205 |
|
|
2017
Q1 | $433K | Buy |
+19,902
| New | +$435K | 0.12% | 177 |
|
Other funds holding KMI
Wintrust Investments's KMI Position: Q4 2024 in Review
Wintrust Investments reduced its Kinder Morgan (KMI) stake by 67% in Q4 2024, selling an estimated $265K and leaving 5,005 shares worth $137K. The position accounts for 0.12% of the portfolio, ranked #132.
Wintrust Investments first reported a position in KMI in Q1 2017 and has held it in 27 quarters since. The position peaked at $3.65M in Q2 2023. 1,601 funds tracked by Wall St. Rank hold KMI as of Q4 2024.
- Wintrust Investments held 5,005 shares of Kinder Morgan worth $137K as of Q4 2024.
- Wintrust Investments sold 10,172 Kinder Morgan shares in Q4 2024, an estimated $265K.
- Kinder Morgan made up 0.12% of Wintrust Investments's portfolio in Q4 2024, its #132 holding.
- Wintrust Investments first reported a position in Kinder Morgan in Q1 2017 and has held it in 27 quarters since.
- Wintrust Investments's Kinder Morgan position peaked at $3.65M in Q2 2023.
- 1,601 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.