Apogem Capital’s Kirby Corp KEX Stock Holding History

Apogem Capital’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
2021 Q4	–	Sell	-6,389	Closed	-$306K	–	192
2021 Q3	$306K	Hold	6,389	–	–	0.19%	146
2021 Q2	$387K	Buy	+6,389	New	+$412K	0.25%	128

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

ACH

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

Hound Partners New York $863M AUM 11.22% 1-Year Est. Return

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

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

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

Apogem Capital's KEX Position: Q4 2021 in Review

Apogem Capital sold out of Kirby Corp (KEX) in Q4 2021, closing a stake of 6,389 shares — an estimated $306K sold.

Apogem Capital first reported a position in KEX in Q2 2021 and held it in 2 quarters. The position peaked at $387K in Q2 2021. 252 funds tracked by Wall St. Rank hold KEX as of Q4 2021.

Apogem Capital reported no remaining Kirby Corp position as of Q4 2021 after selling out during the quarter.
Apogem Capital sold 6,389 Kirby Corp shares in Q4 2021, an estimated $306K.
Apogem Capital first reported a position in Kirby Corp in Q2 2021 and held it in 2 quarters.
Apogem Capital's Kirby Corp position peaked at $387K in Q2 2021.
252 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2021.

Based on Apogem Capital's 13F filing for Q4 2021, filed 14 Feb 2022.