Yorktown Management & Research Company’s Kinder Morgan KMI Stock Holding History

Yorktown Management & Research Company’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
2020 Q3	–	Sell	-20,700	Closed	-$314K	–	256
2020 Q2	$314K	Buy	+20,700	New	+$315K	0.28%	165
2019 Q2	–	Sell	-80,000	Closed	-$1.6M	–	330
2019 Q1	$1.6M	Hold	80,000	–	–	0.52%	41
2018 Q4	$1.23M	Buy	80,000 +20,000	+33%	+$339K	0.41%	66
2018 Q3	$1.06M	Buy	60,000 +45,000	+300%	+$804K	0.31%	93
2018 Q2	$265K	Buy	+15,000	New	+$245K	0.08%	303
2015 Q4	–	Sell	-225,000	Closed	-$6.23M	–	427
2015 Q3	$6.23M	Buy	225,000 +197,500	+718%	+$6.54M	1.03%	14
2015 Q2	$1.06M	Sell	27,500 -50,000	-65%	-$2.09M	0.18%	130
2015 Q1	$3.26M	Sell	77,500 -50,000	-39%	-$2.07M	0.59%	46
2014 Q4	$5.39M	Buy	127,500 +30,500	+31%	+$1.2M	1.13%	29
2014 Q3	$3.72M	Hold	97,000	–	–	0.71%	40
2014 Q2	$3.52M	Buy	97,000 +60,000	+162%	+$2.03M	0.65%	39
2014 Q1	$1.2M	Buy	37,000 +30,000	+429%	+$1.01M	0.23%	88
2013 Q4	$252K	Buy	+7,000	New	+$245K	0.05%	292

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Yorktown Management & Research Company's KMI Position: Q3 2020 in Review

Yorktown Management & Research Company sold out of Kinder Morgan (KMI) in Q3 2020, closing a stake of 20,700 shares — an estimated $314K sold.

Yorktown Management & Research Company first reported a position in KMI in Q4 2013 and held it in 13 quarters. The position peaked at $6.23M in Q3 2015. 1,084 funds tracked by Wall St. Rank hold KMI as of Q3 2020.

Yorktown Management & Research Company reported no remaining Kinder Morgan position as of Q3 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 20,700 Kinder Morgan shares in Q3 2020, an estimated $314K.
Yorktown Management & Research Company first reported a position in Kinder Morgan in Q4 2013 and held it in 13 quarters.
Yorktown Management & Research Company's Kinder Morgan position peaked at $6.23M in Q3 2015.
1,084 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2020.

Based on Yorktown Management & Research Company's 13F filing for Q3 2020, filed 6 Nov 2020.