Callahan Advisors’s Kirby Corp KEX Stock Holding History

Callahan 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
2020 Q1	–	Sell	-2,580	Closed	-$231K	–	127
2019 Q4	$231K	Buy	+2,580	New	+$214K	0.04%	121
2019 Q3	–	Sell	-2,550	Closed	-$201K	–	136
2019 Q2	$201K	Buy	+2,550	New	+$205K	0.04%	127
2015 Q3	–	Sell	-4,675	Closed	-$358K	–	114
2015 Q2	$358K	Sell	4,675 -12,275	-72%	-$973K	0.1%	96
2015 Q1	$1.27M	Sell	16,950 -6,875	-29%	-$530K	0.37%	71
2014 Q4	$1.92M	Sell	23,825 -1,390	-6%	-$138K	0.57%	59
2014 Q3	$2.97M	Buy	25,215 +1,510	+6%	+$180K	0.92%	48
2014 Q2	$2.78M	Buy	23,705 +1,715	+8%	+$184K	0.88%	49
2014 Q1	$2.23M	Buy	21,990 +965	+5%	+$97.2K	0.76%	56
2013 Q4	$2.09M	Buy	21,025 +420	+2%	+$38.6K	0.73%	56
2013 Q3	$1.78M	Buy	20,605 +1,525	+8%	+$128K	0.68%	60
2013 Q2	$1.52M	Buy	+19,080	New	+$1.47M	0.62%	63

Other funds holding KEX

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 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

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

Callahan Advisors's KEX Position: Q1 2020 in Review

Callahan Advisors sold out of Kirby Corp (KEX) in Q1 2020, closing a stake of 2,580 shares — an estimated $231K sold.

Callahan Advisors first reported a position in KEX in Q2 2013 and held it in 11 quarters. The position peaked at $2.97M in Q3 2014. 235 funds tracked by Wall St. Rank hold KEX as of Q1 2020.

Callahan Advisors reported no remaining Kirby Corp position as of Q1 2020 after selling out during the quarter.
Callahan Advisors sold 2,580 Kirby Corp shares in Q1 2020, an estimated $231K.
Callahan Advisors first reported a position in Kirby Corp in Q2 2013 and held it in 11 quarters.
Callahan Advisors's Kirby Corp position peaked at $2.97M in Q3 2014.
235 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2020.

Based on Callahan Advisors's 13F filing for Q1 2020, filed 6 Apr 2020.