Choreo LLC’s Kirby Corp KEX Stock Holding History

Choreo LLC’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
2025 Q1	–	Sell	-3,015	Closed	-$319K	–	1545
2024 Q4	$319K	Buy	3,015 +75	+3%	+$9.04K	﹤0.01%	1156
2024 Q3	$360K	Buy	2,940 +394	+15%	+$47K	0.01%	1093
2024 Q2	$305K	Buy	+2,546	New	+$284K	0.01%	1089

Other funds holding KEX

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Choreo LLC's KEX Position: Q1 2025 in Review

Choreo LLC sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 3,015 shares — an estimated $319K sold.

Choreo LLC first reported a position in KEX in Q2 2024 and held it in 3 quarters. The position peaked at $360K in Q3 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

Choreo LLC reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
Choreo LLC sold 3,015 Kirby Corp shares in Q1 2025, an estimated $319K.
Choreo LLC first reported a position in Kirby Corp in Q2 2024 and held it in 3 quarters.
Choreo LLC's Kirby Corp position peaked at $360K in Q3 2024.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on Choreo LLC's 13F filing for Q1 2025, filed 6 May 2025.