Bellevue Group’s Kirby Corp KEX Stock Holding History

Bellevue 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
2019 Q4	–	Sell	-5,900	Closed	-$485K	–	219
2019 Q3	$485K	Buy	5,900 +1,626	+38%	+$125K	0.01%	162
2019 Q2	$338K	Buy	+4,274	New	+$343K	0.01%	175

Other funds holding KEX

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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

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

ACH

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

SPC

Slate Path Capital New York $7.22B AUM 110.75% 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

Bellevue Group's KEX Position: Q4 2019 in Review

Bellevue Group sold out of Kirby Corp (KEX) in Q4 2019, closing a stake of 5,900 shares — an estimated $485K sold.

Bellevue Group first reported a position in KEX in Q2 2019 and held it in 2 quarters. The position peaked at $485K in Q3 2019. 276 funds tracked by Wall St. Rank hold KEX as of Q4 2019.

Bellevue Group reported no remaining Kirby Corp position as of Q4 2019 after selling out during the quarter.
Bellevue Group sold 5,900 Kirby Corp shares in Q4 2019, an estimated $485K.
Bellevue Group first reported a position in Kirby Corp in Q2 2019 and held it in 2 quarters.
Bellevue Group's Kirby Corp position peaked at $485K in Q3 2019.
276 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2019.

Based on Bellevue Group's 13F filing for Q4 2019, filed 14 Feb 2020.