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Cresset Asset Management’s Kirby Corp KEX Stock Holding History

Cresset Asset Management’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
-4,336
Closed -$531K – 1998
2024
Q3 		$531K Buy
4,336
+587
+16% +$70K ﹤0.01% 1485
2024
Q2 		$449K Sell
3,749
-143
-4% -$16K ﹤0.01% 1497
2024
Q1 		$371K Buy
3,892
+470
+14% +$39.7K ﹤0.01% 1479
2023
Q4 		$269K Buy
3,422
+63
+2% +$4.93K ﹤0.01% 1542
2023
Q3 		$278K Sell
3,359
-53
-2% -$4.29K ﹤0.01% 1465
2023
Q2 		$263K Buy
+3,412
New +$246K ﹤0.01% 1587
2019
Q1 		– Sell
-27
Closed -$2K – 2046
2018
Q4 		$2K Buy
+27
New +$2K ﹤0.01% 1327

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cresset Asset Management's KEX Position: Q4 2024 in Review

Cresset Asset Management sold out of Kirby Corp (KEX) in Q4 2024, closing a stake of 4,336 shares — an estimated $531K sold.

Cresset Asset Management first reported a position in KEX in Q4 2018 and held it in 7 quarters. The position peaked at $531K in Q3 2024. 431 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

  • Cresset Asset Management reported no remaining Kirby Corp position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 4,336 Kirby Corp shares in Q4 2024, an estimated $531K.
  • Cresset Asset Management first reported a position in Kirby Corp in Q4 2018 and held it in 7 quarters.
  • Cresset Asset Management's Kirby Corp position peaked at $531K in Q3 2024.
  • 431 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.