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Ellevest Inc’s Kirby Corp KEX Stock Holding History

Ellevest Inc’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
Q3 		– Sell
-1,468
Closed -$89K – 1730
2022
Q2 		$89K Sell
1,468
-100
-6% -$6.51K 0.01% 437
2022
Q1 		$113K Buy
1,568
+432
+38% +$28.8K 0.01% 391
2021
Q4 		$68K Buy
1,136
+12
+1% +$671 0.01% 452
2021
Q3 		$54K Buy
1,124
+567
+102% +$31.4K 0.01% 465
2021
Q2 		$34K Buy
557
+61
+12% +$3.93K ﹤0.01% 546
2021
Q1 		$30K Sell
496
-2
-0.4% -$120 ﹤0.01% 578
2020
Q4 		$26K Sell
498
-294
-37% -$13.4K ﹤0.01% 582
2020
Q3 		$29K Buy
792
+59
+8% +$2.6K 0.01% 459
2020
Q2 		$39K Buy
733
+54
+8% +$2.76K 0.01% 396
2020
Q1 		$30K Hold
679
– – 0.01% 343
2019
Q4 		$61K Buy
+679
New +$56.3K 0.02% 152

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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ellevest Inc's KEX Position: Q3 2022 in Review

Ellevest Inc sold out of Kirby Corp (KEX) in Q3 2022, closing a stake of 1,468 shares — an estimated $89K sold.

Ellevest Inc first reported a position in KEX in Q4 2019 and held it in 11 quarters. The position peaked at $113K in Q1 2022. 260 funds tracked by Wall St. Rank hold KEX as of Q3 2022.

  • Ellevest Inc reported no remaining Kirby Corp position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 1,468 Kirby Corp shares in Q3 2022, an estimated $89K.
  • Ellevest Inc first reported a position in Kirby Corp in Q4 2019 and held it in 11 quarters.
  • Ellevest Inc's Kirby Corp position peaked at $113K in Q1 2022.
  • 260 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.