Berman Capital Advisors’s Kirby Corp KEX Stock Holding History

Berman Capital Advisors’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 Q3	$12K	Buy	256 +120	+88%	+$6.65K	﹤0.01%	1128
2021 Q2	$8K	Hold	136	–	–	﹤0.01%	1201
2021 Q1	$8K	Hold	136	–	–	﹤0.01%	1106
2020 Q4	$7K	Buy	136 +105	+339%	+$4.78K	﹤0.01%	1047
2020 Q3	$1K	Sell	31 -93	-75%	-$4.1K	﹤0.01%	1464
2020 Q2	$6K	Buy	+124	New	+$6.33K	﹤0.01%	939

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's KEX Position: Q3 2021 in Review

Berman Capital Advisors increased its Kirby Corp (KEX) stake by 88% in Q3 2021, buying an estimated $6.65K and bringing the position to 256 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Berman Capital Advisors first reported a position in KEX in Q2 2020 and has held it in 6 quarters since. 247 funds tracked by Wall St. Rank hold KEX as of Q3 2021.

Berman Capital Advisors held 256 shares of Kirby Corp worth $12K as of Q3 2021.
Berman Capital Advisors bought 120 Kirby Corp shares in Q3 2021, an estimated $6.65K.
Kirby Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1128 holding.
Berman Capital Advisors first reported a position in Kirby Corp in Q2 2020 and has held it in 6 quarters since.
247 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.