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	–	855
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

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 $3.37T AUM 44.26% 1-Year Est. Return

Disciplined Investments's KEX Position: Q3 2023 in Review

Disciplined Investments sold out of Kirby Corp (KEX) in Q3 2023, closing a stake of 1,212 shares — an estimated $93.3K sold.

Disciplined Investments first reported a position in KEX in Q4 2019 and held it in 15 quarters. The position peaked at $107K in Q4 2019. 314 funds tracked by Wall St. Rank hold KEX as of Q3 2023.

Disciplined Investments reported no remaining Kirby Corp position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 1,212 Kirby Corp shares in Q3 2023, an estimated $93.3K.
Disciplined Investments first reported a position in Kirby Corp in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Kirby Corp position peaked at $107K in Q4 2019.
314 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.