Claris Advisors’s Kirby Corp KEX Stock Holding History

Claris 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
2024 Q4	–	Sell	-4	Closed	-$490	–	626
2024 Q3	$490	Buy	+4	New	+$477	﹤0.01%	657

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Claris Advisors's KEX Position: Q4 2024 in Review

Claris Advisors sold out of Kirby Corp (KEX) in Q4 2024, closing a stake of 4 shares — an estimated $490 sold.

Claris Advisors first reported a position in KEX in Q3 2024 and held it in 1 quarter. The position peaked at $490 in Q3 2024. 429 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

Claris Advisors reported no remaining Kirby Corp position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 Kirby Corp shares in Q4 2024, an estimated $490.
Claris Advisors first reported a position in Kirby Corp in Q3 2024 and held it in 1 quarter.
Claris Advisors's Kirby Corp position peaked at $490 in Q3 2024.
429 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.