GAM Holding’s Kirby Corp KEX Stock Holding History

GAM Holding’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
2019 Q1	–	Sell	-3,075	Closed	-$204K	–	863
2018 Q4	$204K	Sell	3,075 -3,272	-52%	-$242K	0.01%	765
2018 Q3	$522K	Sell	6,347 -7,238	-53%	-$607K	0.02%	663
2018 Q2	$1.14M	Buy	13,585 +4,680	+53%	+$406K	0.04%	434
2018 Q1	$685K	Buy	+8,905	New	+$666K	0.02%	549
2016 Q1	–	Sell	-22,100	Closed	-$1.16M	–	1010
2015 Q4	$1.16M	Hold	22,100	–	–	0.02%	657
2015 Q3	$1.37M	Hold	22,100	–	–	0.02%	598
2015 Q2	$1.69M	Sell	22,100 -3,200	-13%	-$254K	0.02%	580
2015 Q1	$1.9M	Buy	25,300 +1,900	+8%	+$147K	0.03%	529
2014 Q4	$1.89M	Buy	23,400 +1,000	+4%	+$99.1K	0.03%	519
2014 Q3	$2.64M	Hold	22,400	–	–	0.04%	430
2014 Q2	$2.62M	Hold	22,400	–	–	0.04%	429
2014 Q1	$2.27M	Buy	+22,400	New	+$2.26M	0.04%	467
2013 Q4	–	Sell	-22,400	Closed	-$1.94M	–	972
2013 Q3	$1.94M	Buy	+22,400	New	+$1.88M	0.04%	473

Other funds holding KEX

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return