Ground Swell Capital’s Kirby Corp KEX Stock Holding History

Ground Swell Capital’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
2024 Q4	–	Sell	-1,774	Closed	-$217K	–	206
2024 Q3	$217K	Buy	+1,774	New	+$212K	0.19%	89
2014 Q3	$14K	Buy	+120	New	+$14.3K	0.03%	730

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

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ground Swell Capital's KEX Position: Q4 2024 in Review

Ground Swell Capital sold out of Kirby Corp (KEX) in Q4 2024, closing a stake of 1,774 shares — an estimated $217K sold.

Ground Swell Capital first reported a position in KEX in Q3 2014 and held it in 2 quarters. The position peaked at $217K in Q3 2024. 431 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

Ground Swell Capital reported no remaining Kirby Corp position as of Q4 2024 after selling out during the quarter.
Ground Swell Capital sold 1,774 Kirby Corp shares in Q4 2024, an estimated $217K.
Ground Swell Capital first reported a position in Kirby Corp in Q3 2014 and held it in 2 quarters.
Ground Swell Capital's Kirby Corp position peaked at $217K in Q3 2024.
431 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.