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Azzad Asset Management’s Kirby Corp KEX Stock Holding History

Azzad Asset Management’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
2015
Q4 		– Sell
-6,541
Closed -$405K – 247
2015
Q3 		$405K Hold
6,541
– – 0.21% 166
2015
Q2 		$501K Hold
6,541
– – 0.25% 157
2015
Q1 		$491K Hold
6,541
– – 0.24% 167
2014
Q4 		$528K Hold
6,541
– – 0.28% 152
2014
Q3 		$771K Buy
6,541
+887
+16% +$106K 0.45% 79
2014
Q2 		$662K Buy
+5,654
New +$607K 0.4% 106

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Azzad Asset Management's KEX Position: Q4 2015 in Review

Azzad Asset Management sold out of Kirby Corp (KEX) in Q4 2015, closing a stake of 6,541 shares — an estimated $405K sold.

Azzad Asset Management first reported a position in KEX in Q2 2014 and held it in 6 quarters. The position peaked at $771K in Q3 2014. 273 funds tracked by Wall St. Rank hold KEX as of Q4 2015.

  • Azzad Asset Management reported no remaining Kirby Corp position as of Q4 2015 after selling out during the quarter.
  • Azzad Asset Management sold 6,541 Kirby Corp shares in Q4 2015, an estimated $405K.
  • Azzad Asset Management first reported a position in Kirby Corp in Q2 2014 and held it in 6 quarters.
  • Azzad Asset Management's Kirby Corp position peaked at $771K in Q3 2014.
  • 273 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2015.

Based on Azzad Asset Management's 13F filing for Q4 2015, filed 3 Apr 2024.