Column Capital Advisors’s Kirby Corp KEX Stock Holding History

Column 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
2023 Q3	$91.1K	Sell	1,100 -35	-3%	-$2.83K	0.01%	237
2023 Q2	$87.3K	Hold	1,135	–	–	0.01%	238
2023 Q1	$79.1K	Hold	1,135	–	–	0.01%	257
2022 Q4	$73K	Hold	1,135	–	–	0.01%	247
2022 Q3	$69K	Hold	1,135	–	–	0.01%	234
2022 Q2	$69K	Buy	1,135 +91	+9%	+$5.92K	0.01%	233
2022 Q1	$75K	Hold	1,044	–	–	0.01%	237
2021 Q4	$62K	Buy	1,044 +69	+7%	+$3.86K	0.01%	266
2021 Q3	$47K	Hold	975	–	–	0.01%	277
2021 Q2	$59K	Hold	975	–	–	0.01%	252
2021 Q1	$59K	Sell	975 -68	-7%	-$4.08K	0.01%	246
2020 Q4	$54K	Buy	1,043 +45	+5%	+$2.05K	0.01%	255
2020 Q3	$36K	Hold	998	–	–	0.01%	292
2020 Q2	$53K	Hold	998	–	–	0.02%	236
2020 Q1	$43K	Hold	998	–	–	0.02%	217
2019 Q4	$89K	Buy	+998	New	+$82.7K	0.05%	157

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

ACH

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

Column Capital Advisors's KEX Position: Q3 2023 in Review

Column Capital Advisors reduced its Kirby Corp (KEX) stake by 3.1% in Q3 2023, selling an estimated $2.83K and leaving 1,100 shares worth $91.1K. The position accounts for 0.01% of the portfolio, ranked #237.

Column Capital Advisors first reported a position in KEX in Q4 2019 and has held it in 16 quarters since. 314 funds tracked by Wall St. Rank hold KEX as of Q3 2023.

Column Capital Advisors held 1,100 shares of Kirby Corp worth $91.1K as of Q3 2023.
Column Capital Advisors sold 35 Kirby Corp shares in Q3 2023, an estimated $2.83K.
Kirby Corp made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #237 holding.
Column Capital Advisors first reported a position in Kirby Corp in Q4 2019 and has held it in 16 quarters since.
314 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.