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Econ Financial Services’s Kirby Corp KEX Stock Holding History

Econ Financial Services’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
2022
Q2 		– Sell
-914
Closed -$66K – 117
2022
Q1 		$66K Buy
+914
New +$60.9K 0.05% 74

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Econ Financial Services's KEX Position: Q2 2022 in Review

Econ Financial Services sold out of Kirby Corp (KEX) in Q2 2022, closing a stake of 914 shares — an estimated $66K sold.

Econ Financial Services first reported a position in KEX in Q1 2022 and held it in 1 quarter. The position peaked at $66K in Q1 2022. 269 funds tracked by Wall St. Rank hold KEX as of Q2 2022.

  • Econ Financial Services reported no remaining Kirby Corp position as of Q2 2022 after selling out during the quarter.
  • Econ Financial Services sold 914 Kirby Corp shares in Q2 2022, an estimated $66K.
  • Econ Financial Services first reported a position in Kirby Corp in Q1 2022 and held it in 1 quarter.
  • Econ Financial Services's Kirby Corp position peaked at $66K in Q1 2022.
  • 269 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2022.

Based on Econ Financial Services's 13F filing for Q2 2022, filed 19 Jul 2022.