Advisory Research’s Kirby Corp KEX Stock Holding History

Advisory Research’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
2023 Q4	–	Sell	-16,990	Closed	-$1.41M	–	401
2023 Q3	$1.41M	Buy	+16,990	New	+$1.37M	0.2%	144

Other funds holding KEX

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Advisory Research's KEX Position: Q4 2023 in Review

Advisory Research sold out of Kirby Corp (KEX) in Q4 2023, closing a stake of 16,990 shares — an estimated $1.41M sold.

Advisory Research first reported a position in KEX in Q3 2023 and held it in 1 quarter. The position peaked at $1.41M in Q3 2023. 315 funds tracked by Wall St. Rank hold KEX as of Q4 2023.

Advisory Research reported no remaining Kirby Corp position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 16,990 Kirby Corp shares in Q4 2023, an estimated $1.41M.
Advisory Research first reported a position in Kirby Corp in Q3 2023 and held it in 1 quarter.
Advisory Research's Kirby Corp position peaked at $1.41M in Q3 2023.
315 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.