Greenleaf Trust’s Kirby Corp KEX Stock Holding History

Greenleaf Trust’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
2023 Q2	–	Sell	-4,072	Closed	-$284K	–	788
2023 Q1	$284K	Buy	+4,072	New	+$281K	﹤0.01%	623

Other funds holding KEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenleaf Trust's KEX Position: Q2 2023 in Review

Greenleaf Trust sold out of Kirby Corp (KEX) in Q2 2023, closing a stake of 4,072 shares — an estimated $284K sold.

Greenleaf Trust first reported a position in KEX in Q1 2023 and held it in 1 quarter. The position peaked at $284K in Q1 2023. 281 funds tracked by Wall St. Rank hold KEX as of Q2 2023.

Greenleaf Trust reported no remaining Kirby Corp position as of Q2 2023 after selling out during the quarter.
Greenleaf Trust sold 4,072 Kirby Corp shares in Q2 2023, an estimated $284K.
Greenleaf Trust first reported a position in Kirby Corp in Q1 2023 and held it in 1 quarter.
Greenleaf Trust's Kirby Corp position peaked at $284K in Q1 2023.
281 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2023.

Based on Greenleaf Trust's 13F filing for Q2 2023, filed 9 Aug 2023.