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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

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Morgan Stanley
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Dimensional Fund Advisors
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Wellington Management Group
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State Street
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Select Equity Group
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Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return