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Aperio Group’s Kirby Corp KEX Stock Holding History

Aperio Group’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
2020
Q4 		$2.6M Buy
50,237
+4,733
+10% +$216K 0.01% 1113
2020
Q3 		$1.65M Sell
45,504
-25,895
-36% -$1.14M 0.01% 1208
2020
Q2 		$3.82M Buy
71,399
+19,518
+38% +$997K 0.01% 826
2020
Q1 		$2.25M Buy
51,881
+22,860
+79% +$1.56M 0.01% 976
2019
Q4 		$2.6M Buy
29,021
+8,598
+42% +$712K 0.01% 977
2019
Q3 		$1.68M Sell
20,423
-3,913
-16% -$300K 0.01% 1133
2019
Q2 		$1.92M Sell
24,336
-492
-2% -$39.5K 0.01% 1073
2019
Q1 		$1.86M Buy
24,828
+8,118
+49% +$592K 0.01% 1063
2018
Q4 		$1.13M Buy
16,710
+742
+5% +$54.9K 0.01% 1245
2018
Q3 		$1.31M Sell
15,968
-971
-6% -$81.4K 0.01% 1254
2018
Q2 		$1.42M Buy
16,939
+5,051
+42% +$438K 0.01% 1184
2018
Q1 		$915K Buy
11,888
+790
+7% +$59.1K ﹤0.01% 1373
2017
Q4 		$741K Buy
11,098
+391
+4% +$25.6K ﹤0.01% 1494
2017
Q3 		$706K Buy
10,707
+321
+3% +$20.3K ﹤0.01% 1482
2017
Q2 		$694K Buy
10,386
+222
+2% +$15.1K ﹤0.01% 1446
2017
Q1 		$717K Sell
10,164
-94
-0.9% -$6.42K ﹤0.01% 1338
2016
Q4 		$682K Sell
10,258
-779
-7% -$49.3K 0.01% 1334
2016
Q3 		$686K Sell
11,037
-793
-7% -$45.5K 0.01% 1290
2016
Q2 		$738K Buy
11,830
+69
+0.6% +$4.52K 0.01% 1207
2016
Q1 		$709K Buy
11,761
+2,575
+28% +$140K 0.01% 1204
2015
Q4 		$483K Sell
9,186
-921
-9% -$57K ﹤0.01% 1350
2015
Q3 		$626K Sell
10,107
-2,292
-18% -$162K 0.01% 1185
2015
Q2 		$951K Buy
12,399
+5,312
+75% +$421K 0.01% 994
2015
Q1 		$532K Buy
7,087
+929
+15% +$71.7K 0.01% 1241
2014
Q4 		$497K Buy
6,158
+36
+0.6% +$3.57K 0.01% 1228
2014
Q3 		$721K Buy
6,122
+76
+1% +$9.05K 0.01% 979
2014
Q2 		$708K Buy
6,046
+369
+6% +$39.6K 0.01% 978
2014
Q1 		$575K Buy
+5,677
New +$572K 0.01% 1265
2013
Q4 		– Sell
-6,741
Closed -$619K – 1104
2013
Q3 		$583K Buy
6,741
+651
+11% +$54.6K 0.01% 1081
2013
Q2 		$484K Buy
+6,090
New +$469K 0.01% 1048

Other funds holding KEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
TP
Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's KEX Position: Q4 2020 in Review

Aperio Group increased its Kirby Corp (KEX) stake by 10% in Q4 2020, buying an estimated $216K and bringing the position to 50,237 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #1113.

Aperio Group first reported a position in KEX in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.82M in Q2 2020. 242 funds tracked by Wall St. Rank hold KEX as of Q4 2020.

  • Aperio Group held 50,237 shares of Kirby Corp worth $2.6M as of Q4 2020.
  • Aperio Group bought 4,733 Kirby Corp shares in Q4 2020, an estimated $216K.
  • Kirby Corp made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1113 holding.
  • Aperio Group first reported a position in Kirby Corp in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Kirby Corp position peaked at $3.82M in Q2 2020.
  • 242 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.