DI
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Disciplined Investments’s Kirby Corp KEX Stock Holding History

Disciplined Investments’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 		– Sell
-1,212
Closed -$93.3K – 856
2023
Q2 		$93.3K Hold
1,212
– – 0.05% 158
2023
Q1 		$84.5K Buy
1,212
+1
+0.1% +$69 0.04% 184
2022
Q4 		$77.9K Sell
1,211
-2
-0.2% -$133 0.04% 169
2022
Q3 		$74K Sell
1,213
-3
-0.2% -$192 0.03% 186
2022
Q2 		$74K Buy
1,216
+4
+0.3% +$260 0.03% 187
2022
Q1 		$87K Buy
1,212
+12
+1% +$800 0.04% 182
2021
Q4 		$71K Hold
1,200
– – 0.03% 181
2021
Q3 		$58K Hold
1,200
– – 0.03% 189
2021
Q2 		$73K Hold
1,200
– – 0.04% 166
2021
Q1 		$72K Hold
1,200
– – 0.04% 152
2020
Q4 		$62K Hold
1,200
– – 0.04% 140
2020
Q3 		$43K Hold
1,200
– – 0.03% 171
2020
Q2 		$64K Hold
1,200
– – 0.05% 144
2020
Q1 		$52K Hold
1,200
– – 0.05% 150
2019
Q4 		$107K Buy
+1,200
New +$99.4K 0.09% 114

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return