Zeke Capital Advisors’s Kinder Morgan KMI Stock Holding History

Zeke Capital 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
2022 Q4	$344K	Buy	+19,039	New	+$342K	0.02%	307
2020 Q1	–	Sell	-21,830	Closed	-$462K	–	385
2019 Q4	$462K	Sell	21,830 -94	-0.4%	-$1.9K	0.04%	395
2019 Q3	$452K	Buy	21,924 +3,303	+18%	+$67.8K	0.04%	377
2019 Q2	$389K	Hold	18,621	–	–	0.04%	412
2019 Q1	$373K	Sell	18,621 -3,246	-15%	-$60.6K	0.03%	426
2018 Q4	$336K	Sell	21,867 -90,631	-81%	-$1.53M	0.03%	414
2018 Q3	$2M	Buy	112,498 +3,400	+3%	+$60.8K	0.16%	96
2018 Q2	$1.93M	Buy	109,098 +88,153	+421%	+$1.44M	0.18%	93
2018 Q1	$315K	Buy	+20,945	New	+$363K	0.03%	427
2017 Q4	–	Sell	-35,209	Closed	-$675K	–	594
2017 Q3	$675K	Buy	35,209 +18,912	+116%	+$368K	0.09%	173
2017 Q2	$312K	Buy	16,297 +605	+4%	+$12K	0.06%	194
2017 Q1	$341K	Buy	+15,692	New	+$343K	0.07%	167

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Zeke Capital Advisors's KMI Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in Kinder Morgan (KMI) in Q4 2022: 19,039 shares worth $344K. The stake represents 0.02% of the portfolio and ranks #307 among its holdings. This is a return to the name: Zeke Capital Advisors previously reported a position in KMI as recently as Q4 2019.

Zeke Capital Advisors first reported a position in KMI in Q1 2017 and has held it in 12 quarters since. The position peaked at $2M in Q3 2018. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

Zeke Capital Advisors held 19,039 shares of Kinder Morgan worth $344K as of Q4 2022.
Kinder Morgan was a new Zeke Capital Advisors position in Q4 2022.
Kinder Morgan made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #307 holding.
Zeke Capital Advisors first reported a position in Kinder Morgan in Q1 2017 and has held it in 12 quarters since.
Zeke Capital Advisors's Kinder Morgan position peaked at $2M in Q3 2018.
1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.