EI
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Ethic Inc’s Kirby Corp KEX Stock Holding History

Ethic 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
2025
Q3 		– Sell
-3,236
Closed -$372K – 1249
2025
Q2 		$372K Buy
3,236
+98
+3% +$10.3K 0.01% 922
2025
Q1 		$319K Sell
3,138
-261
-8% -$27.2K 0.01% 919
2024
Q4 		$360K Sell
3,399
-616
-15% -$74.2K 0.01% 890
2024
Q3 		$383K Buy
4,015
+431
+12% +$51.4K 0.01% 827
2024
Q2 		$429K Sell
3,584
-431
-11% -$48.1K 0.01% 799
2024
Q1 		$383K Buy
4,015
+1,253
+45% +$106K 0.01% 826
2023
Q4 		$217K Buy
+2,762
New +$216K 0.01% 963
2021
Q3 		– Sell
-5,408
Closed -$328K – 630
2021
Q2 		$328K Buy
+5,408
New +$348K 0.04% 425

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.45B AUM 167.64% 1-Year Est. Return