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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
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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Duality Advisers's KEX Position: Q2 2024 in Review

Duality Advisers sold out of Kirby Corp (KEX) in Q2 2024, closing a stake of 28,294 shares — an estimated $2.7M sold.

Duality Advisers first reported a position in KEX in Q3 2020 and held it in 8 quarters. The position peaked at $2.85M in Q3 2020. 403 funds tracked by Wall St. Rank hold KEX as of Q2 2024.

  • Duality Advisers reported no remaining Kirby Corp position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 28,294 Kirby Corp shares in Q2 2024, an estimated $2.7M.
  • Duality Advisers first reported a position in Kirby Corp in Q3 2020 and held it in 8 quarters.
  • Duality Advisers's Kirby Corp position peaked at $2.85M in Q3 2020.
  • 403 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.