Duality Advisers’s Kirby Corp KEX Stock Holding History

Duality Advisers’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 Q2	–	Sell	-28,294	Closed	-$2.7M	–	282
2024 Q1	$2.7M	Sell	28,294 -2,699	-9%	-$228K	0.27%	123
2023 Q4	$2.43M	Buy	30,993 +12,455	+67%	+$974K	0.26%	136
2023 Q3	$1.53M	Buy	+18,538	New	+$1.5M	0.19%	206
2022 Q3	–	Sell	-38,023	Closed	-$2.31M	–	643
2022 Q2	$2.31M	Buy	+38,023	New	+$2.48M	0.23%	171
2021 Q4	–	Sell	-46,073	Closed	-$2.21M	–	601
2021 Q3	$2.21M	Buy	+46,073	New	+$2.55M	0.17%	232
2021 Q2	–	Sell	-13,316	Closed	-$803K	–	640
2021 Q1	$803K	Sell	13,316 -39,374	-75%	-$2.36M	0.07%	384
2020 Q4	$2.73M	Sell	52,690 -26,250	-33%	-$1.2M	0.2%	148
2020 Q3	$2.85M	Buy	+78,940	New	+$3.48M	0.18%	153

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return