Advisors Preferred’s Kirby Corp KEX Stock Holding History

Advisors Preferred’s Portfolio KEX Stock Details KEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,715	Closed	-$1.56M	–	245
2024 Q3	$1.56M	Buy	+12,715	New	+$1.52M	0.24%	68
2024 Q2	–	Sell	-28,963	Closed	-$2.74M	–	200
2024 Q1	$2.74M	Sell	28,963 -8,491	-23%	-$716K	0.46%	44
2023 Q4	$2.96M	Buy	+37,454	New	+$2.93M	0.49%	43
2014 Q2	–	Sell	-1,683	Closed	-$170K	–	399
2014 Q1	$170K	Buy	+1,683	New	+$170K	0.08%	183

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Advisors Preferred's KEX Position: Q4 2024 in Review

Advisors Preferred sold out of Kirby Corp (KEX) in Q4 2024, closing a stake of 12,715 shares — an estimated $1.56M sold.

Advisors Preferred first reported a position in KEX in Q1 2014 and held it in 4 quarters. The position peaked at $2.96M in Q4 2023. 431 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

Advisors Preferred reported no remaining Kirby Corp position as of Q4 2024 after selling out during the quarter.
Advisors Preferred sold 12,715 Kirby Corp shares in Q4 2024, an estimated $1.56M.
Advisors Preferred first reported a position in Kirby Corp in Q1 2014 and held it in 4 quarters.
Advisors Preferred's Kirby Corp position peaked at $2.96M in Q4 2023.
431 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.