Capital World Investors’s Kirby Corp KEX Stock Holding History

Capital World Investors’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
2018 Q4	–	Sell	-1,212,000	Closed	-$99.7M	–	544
2018 Q3	$99.7M	Sell	1,212,000 -983,000	-45%	-$82.4M	0.02%	314
2018 Q2	$184M	Hold	2,195,000	–	–	0.04%	252
2018 Q1	$169M	Hold	2,195,000	–	–	0.04%	250
2017 Q4	$147M	Buy	2,195,000 +50,000	+2%	+$3.28M	0.03%	264
2017 Q3	$141M	Buy	2,145,000 +80,000	+4%	+$5.07M	0.03%	258
2017 Q2	$138M	Hold	2,065,000	–	–	0.03%	253
2017 Q1	$146M	Hold	2,065,000	–	–	0.03%	250
2016 Q4	$137M	Buy	2,065,000 +318,000	+18%	+$20.1M	0.03%	253
2016 Q3	$109M	Buy	1,747,000 +1,192,000	+215%	+$68.4M	0.03%	273
2016 Q2	$34.6M	Hold	555,000	–	–	0.01%	362
2016 Q1	$33.5M	Buy	555,000 +80,000	+17%	+$4.36M	0.01%	366
2015 Q4	$25M	Buy	+475,000	New	+$29.4M	0.01%	407

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Capital World Investors's KEX Position: Q4 2018 in Review

Capital World Investors sold out of Kirby Corp (KEX) in Q4 2018, closing a stake of 1,212,000 shares — an estimated $99.7M sold.

Capital World Investors first reported a position in KEX in Q4 2015 and held it in 12 quarters. The position peaked at $184M in Q2 2018. 250 funds tracked by Wall St. Rank hold KEX as of Q4 2018.

Capital World Investors reported no remaining Kirby Corp position as of Q4 2018 after selling out during the quarter.
Capital World Investors sold 1,212,000 Kirby Corp shares in Q4 2018, an estimated $99.7M.
Capital World Investors first reported a position in Kirby Corp in Q4 2015 and held it in 12 quarters.
Capital World Investors's Kirby Corp position peaked at $184M in Q2 2018.
250 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2018.

Based on Capital World Investors's 13F filing for Q4 2018, filed 14 Feb 2019.